Forrest
Strickland
Cetera Investment Advisers LLC
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About this Advisor
Forrest Strickland is a financial advisor based out of Portland, Oregon with 3 years of industry experience. Strickland is an advisor for Cetera Investment Advisers LLC. The advisor has gained experience at Southridge High School, Portland Public Schools, University Of Oregon, Beaverton School Disctrict, Evoke Management, Porter, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Strickland has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. Cetera Investment Advisers LLC is a registered investment firm that has its headquarters in Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 financial advisors. It handles $33 billion in total assets among its 176,986 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. Cetera Investment Advisers LLC offers a number 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 management fees usually depend on which services the firm provides the client. Fee types charged by Cetera Investment Advisers LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Forrest Strickland Work History
Forrest has been registered as a financial advisor for 3 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Porter
Hornor, Townsend & Kent, LLC
Penn Mutual Life Insurance Company
Evoke Management
Beaverton School Disctrict
Beaverton School Disctrict
Portland Public Schools
University Of Oregon
Southridge High School
*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 Forrest Strickland 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
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West Monroe, LA
Philadelphia, PA
Irvine, CA
New York, NY
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.
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