Gloria
Gould
Cetera Investment Advisers LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Gloria Gould is a financial advisor based out of Oklahoma City, Oklahoma with 3 years of relevant experience. Gould is currently employed by Cetera Investment Advisers LLC. Over the course of their career, Gould has held roles at Rbc Capital Markets, LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Midfirst Bank. Gould holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Oklahoma. Cetera Investment Advisers LLC is a financial advisory firm based in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in assets under management across its 176,986 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 431 charitable organizations. Of its 176,986 accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business has a wide array 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. Fees for financial management typically are based on which services the firm provides the client. Fees charged by Cetera Investment Advisers LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Gloria Gould Work History
Gloria has been registered as a financial advisor for 3 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Midfirst Bank
Rbc Capital Markets, 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 Gloria Gould 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
Anaheim, CA
Athens, AL
Philadelphia, PA
San Marino, CA
Oklahoma City, OK
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
