Christopher
Debeikes

Cetera Investment Advisers LLC

CRD#5924861
Investment Advisor
in Medford, OR

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About this Advisor

Christopher Debeikes is a financial advisor operating out of Medford, Oregon, with 4 years of relevant experience. Debeikes is an advisor for Cetera Investment Advisers LLC. During their career, the advisor has held roles at Cuso Financial Services, Lp, Rogue Federal Credit Union, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Debeikes holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in Oregon and Texas. Cetera Investment Advisers LLC is an advisory business that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 people on staff. It controls $33 billion in assets among its 176,986 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 431 charitable organizations. Of its 176,986 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a broad assortment 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 advisory fee schedules usually vary depending on the services. However, fee types billed by Cetera Investment Advisers LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1330 Poplar Drive
Medford, OR 97504

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

OR Average: $6,674,516,078
Total Number of Employees

3,094

OR Average: 44
Total Number of Accounts

176,986

OR Average: 2,564
Average Account Size

$188,469

OR Average: $2,603,165

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

Christopher Debeikes Work History

Christopher has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cetera Investment Services LLC

2019 - Present (5 years)

Cetera Investment Advisers LLC

2013 - Present (11 years)

Rogue Federal Credit Union

2013 - 2019 (6 years)

Cuso Financial Services, Lp

*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 Christopher Debeikes 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

Robin Platt
New Orleans, LA
James Welch
Belleville, IL
Kim Churchill
Gainesville, GA
Charles Glenn
Mooresville, NC
Brian Smith
Bradenton, FL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
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.

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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.

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