Leslie
Keng
Cetera Investment Advisers LLC
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About this Advisor
Leslie Keng is a financial advisor operating out of San Antonio, Texas with 2 years of relevant experience. Keng is currently employed by Cetera Investment Advisers LLC. Throughout their career, they have worked at Usaa Financial Advisors, Inc, Suntrust Investment Services, Inc, Usaa Financial Planning Services, Reveille Lift Inspections, LLC, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Keng holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Cetera Investment Advisers LLC is a registered investment firm based in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 people on staff. It administers $33 billion in total assets among its 176,986 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 431 charitable organizations. Of its 176,986 accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company 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. A financial advisor's fees typically depend on the financial services offered. However, fee types billed by Cetera Investment Advisers LLC can be 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
Leslie Keng Work History
Leslie has been registered as a financial advisor for 2 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Reveille Lift Inspections, LLC
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Suntrust 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 Leslie Keng 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
Oklahoma City, OK
Yonkers, NY
Philadelphia, PA
Irvine, CA
Athens, AL
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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