Christopher
Pakos
Cetera Investment Advisers LLC
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About this Advisor
Christopher Pakos is a financial advisor based in Latrobe, Pennsylvania with a total of 3 years of relevant experience. Pakos is an employee of Cetera Investment Advisers LLC. The advisor has gained experience at Avantax Investment Services, Inc, Christopher T Pakos C.P.A, Avantax Advisory Services, Cetera Financial Specialists LLC, Parquette And Associates, Cpas, Pc, Avantax Insurance Agency, LLC, Cetera Investment Advisers LLC and Pakos Wealth Management, Inc. Pakos has a Series 63 license, qualifying them as a securities agent, and is registered to operate in Pennsylvania and Texas. Cetera Investment Advisers LLC is a business operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It handles $33 billion in assets across its 176,986 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 431 charities and foundations. Of its 176,986 customer accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets. Cetera Investment Advisers LLC performs 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 fee schedules vary depending on the type of financial services offered. Fees charged by Cetera Investment Advisers LLC most likely consist 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
Christopher Pakos Work History
Christopher has been registered as a financial advisor for 3 years.*
Parquette And Associates, Cpas, Pc
Pakos Wealth Management, Inc
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Christopher T Pakos C.P.A
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
*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 Pakos 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
Gainesville, GA
Morris Plains, NJ
Jamestown, NY
Lafayette, LA
Poughkeepsie, 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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