Vinod
Joshi
Cetera Investment Advisers LLC
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About this Advisor
Vinod Joshi is a financial advisor based in Oklahoma City, Oklahoma, working with Cetera Investment Advisers LLC. Vinod has previously held positions at Investment Concepts, First Allied Securities, Inc, First Allied Advisory Services, Inc, and Cetera Advisors LLC. Vinod has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Vinod is part of Cetera Investment Advisers LLC, which operates out of Oklahoma City, Oklahoma. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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
Vinod Joshi Work History
Cetera Advisors LLC
Investment Concepts
First Allied Securities, Inc
First Allied Advisory Services, Inc
Disclosures
Please visit the SEC profile of Vinod Joshi 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
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
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