Joseph
Perry
Cetera Investment Advisers LLC
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About this Advisor
Joseph Perry is a financial advisor operating in Augusta, Maine with 3 years of relevant experience. Perry is currently employed by Cetera Investment Advisers LLC. During their career, Perry has held roles at First Allied Advisory Services, Inc, First Allied Securities, Inc, Aviso Wealth Management (Potomac Investments), Cetera Advisors, First Allied Advisory Services, Potomac Investments, Cetera Advisors LLC and Don Pepe'S Garage LLC. Perry holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Maine, New York, Pennsylvania, Texas and Washington. Cetera Investment Advisers LLC is an advisory company headquartered in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 employees. It manages $33 billion in total assets across its 176,986 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 accounts, 23% belong to high-net-worth investors who have at least $1 million in assets. Cetera Investment Advisers LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice are based on which services the firm provides the client. However, fees billed by Cetera Investment Advisers LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Perry Work History
Joseph has been registered as a financial advisor for 3 years.*
Cetera Advisors LLC
Don Pepe'S Garage LLC
First Allied Advisory Services
Aviso Wealth Management (Potomac Investments)
Potomac Investments
Cetera Advisors
First Allied Advisory Services, Inc
First Allied Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Perry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
Gainesville, GA
Morris Plains, NJ
Jamestown, NY
Lafayette, LA
Poughkeepsie, NY
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
