Janice
Perry

Cetera Investment Advisers LLC

CRD#4645713
Investment Advisor
in Tunkhannock, PA

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About this Advisor

Janice Perry is a financial advisor based in Tunkhannock, Pennsylvania who has 9 years of relevant experience. Perry is an advisor for Cetera Investment Advisers LLC. Over the course of their career, they have held roles at First National Bank Of Pa, Lpl Financial, LLC, Cetera Investment Services LLC and Cetera Investment Advisors LLC. Perry holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Pennsylvania. Cetera Investment Advisers LLC is a registered investment business operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 people on staff. It has $33 billion in assets under management among its 176,986 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 431 charities and foundations. Of its 176,986 accounts, 23% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company offers a wide 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. A financial advisor's fees largely vary depending on which services are provided. Fees billed by Cetera Investment Advisers LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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

74 East Tioga Street
Tunkhannock, PA 18657

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

PA Average: 44
Total Number of Accounts

176,986

PA Average: 2,564
Average Account Size

$188,469

PA 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

Janice Perry Work History

Janice has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Cetera Investment Services LLC

2014 - Present (10 years)

Cetera Investment Advisors LLC

2009 - Present (15 years)

First National Bank Of Pa

2009 - 2014 (5 years)

Lpl Financial, LLC

*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 Janice Perry 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

Stuart Wilson
Athens, AL
Christopher Debeikes
Medford, OR
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Eric Siegeltuch
Yonkers, NY
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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