Cetera Investment Advisers LLC
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About this Advisor
Sheila Littleton is a financial advisor operating out of Valhalla, New York who has 2 years of industry experience. Littleton is an advisor for Cetera Investment Advisers LLC. The advisor has gained experience at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC and Littleton Financial. Littleton has a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in New York and Texas. Cetera Investment Advisers LLC is a registered investment firm operating out of Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 employees. It oversees $33 billion in assets under management across its 176,986 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 431 charitable organizations. Of its 176,986 accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. The firm 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. A financial advisor's fee schedules largely are based on which service is offered. Fee types charged by Cetera Investment Advisers LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
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Cetera Investment Advisers LLC Brokerage Details
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
Sheila Littleton Work History
Sheila has been registered as a financial advisor for 2 years.*
Cetera Investment Advisers LLC
Cetera Financial Specialists 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.
Please visit the SEC profile of Sheila Littleton 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
West Monroe, LA
San Marino, CA
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 email@example.com.
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