Rachel
Bonner
Cetera Advisor Networks LLC
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About this Advisor
Rachel Bonner is a financial advisor based in Billings, Montana with a total of 1 year of industry experience. Bonner is an advisor for Cetera Advisor Networks LLC. Over the course of their career, they have held roles at Cetera Advisor Networks LLC, Sitzman Bonner Wealth Management, Ffec Wealth Partners, Sitzy Investments and First Financial Equity Corporation. Bonner maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Montana and Texas. Cetera Advisor Networks LLC is an advisory firm that has its headquarters in El Segundo, CA. The investment advisory business has offices in 889 locations and a total of 2,881 people on staff. It administers $47 billion in total assets among its 192,956 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 664 charitable organizations. Of its 192,956 client accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets. Cetera Advisor Networks LLC has a diverse set 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 charged by financial advisors usually are based on the financial services provided. Fee types charged by Cetera Advisor Networks LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisor Networks LLC Brokerage Details
$46,651,447,975
2,881
192,956
$241,772
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
Rachel Bonner Work History
Rachel has been registered as a financial advisor for 1 years.*
Cetera Advisor Networks LLC
Ffec Wealth Partners
Sitzy Investments
Sitzman Bonner Wealth Management
First Financial Equity Corporation
*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 Rachel Bonner 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 Advisor Networks LLC
Vancouver, WA
Concord, CA
Sutton, NE
Neptune, NJ
Concord, CA
El Segundo, CA
Florham Park, NJ
Oklahoma City, OK
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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