Brooke
Halper
Cetera Investment Advisers LLC
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About this Advisor
Brooke Halper is a financial advisor working in Orlando, Florida, with a total of 1 year of industry experience. Halper works at Cetera Investment Advisers LLC. Their career trajectory has included roles at Whitaker Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Regions Bank, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Halper has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida. Cetera Investment Advisers LLC is a registered investment company operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 financial advisors. It manages $33 billion in assets under management across its 176,986 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 431 charitable organizations. Of its 176,986 customer accounts, 23% are held by high-net-worth clients who have greater than $1 million in investable assets. The company offers a broad set of services, such as 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. Financial management fees usually are based on the financial services. However, fees charged by Cetera Investment Advisers LLC can be comprised of some combination 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
Brooke Halper Work History
Brooke has been registered as a financial advisor for 1 years.*
Regions Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Whitaker Securities LLC
*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 Brooke Halper 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
Athens, AL
Fort Lauderdale, FL
Anaheim, CA
Oklahoma City, OK
Yonkers, NY
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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