Cetera Advisor Networks LLC
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About this Advisor
Anthony Roa is a financial advisor operating out of Jacksonville, Oregon with 5 years of relevant experience. Roa works at Cetera Advisor Networks LLC. Over the course of their career, they have held roles at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Jp Morgan Securities, LLC, Cetera Advisor Networks LLC, Pwa Operations, Dba Pioneer Wealth Advisors and 675. LLC. Roa holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Oregon. Cetera Advisor Networks LLC is a financial advisory company based in El Segundo, CA. The investment advisory business has offices in 889 locations and a total of 2,881 people on staff. It controls $47 billion in assets under management among its 192,956 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 664 charities and foundations. Of its 192,956 client accounts, 27% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a broad 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 for financial advisory services typically are based on the type of financial services. However, fees charged by Cetera Advisor Networks LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Cetera Advisor Networks 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
Anthony Roa Work History
Anthony has been registered as a financial advisor for 5 years.*
Pwa Operations, Dba Pioneer Wealth Advisors
Cetera Advisor Networks LLC
Jp Morgan Securities, LLC
Jpmorgan Securities LLC
Jpmorgan Chase Bank Na
*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 Anthony Roa 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
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 email@example.com.
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