Keffe
Dillon
Cetera Investment Advisers LLC
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About this Advisor
Keffe Dillon is a financial advisor working out of Grants Pass, Oregon with a total of 4 years of relevant experience. Dillon works at Cetera Investment Advisers LLC. The advisor has gained experience at Rogue Credit Union, Cuso Financial Services, Lp, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Dillon has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Oregon and Texas. Cetera Investment Advisers LLC is a financial advisory business that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It has $33 billion in total assets among its 176,986 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 431 charities and foundations. Of its 176,986 customer accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets. The company performs a number 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Cetera Investment Advisers LLC likely are comprised of 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
Keffe Dillon Work History
Keffe has been registered as a financial advisor for 4 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Rogue Credit Union
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 Keffe Dillon 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
Yonkers, NY
Effingham, IL
Philadelphia, PA
Oklahoma City, OK
Jacksonville, FL
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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