Nowell
Loop

Cetera Advisor Networks LLC

CRD#2487580
Investment Advisor
in Dallas, TX
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About this Advisor

Nowell Loop is a certified financial planner based in Dallas, Texas. Currently an advisor at Cetera Advisor Networks LLC, Loop has an impressive 24 years of work experience. Loop has a Series 63 license, which qualifies them as a securities representative. Loop is able to operate in Texas. Over the course of their career, Loop has held roles at Financial Network Investment Corporation and Cetera Advisor Networks. Cetera Advisor Networks LLC is based out of Dallas, Texas, and operates out of 850 brick-and-mortar locations across the country. In aggregate, Cetera Advisor Networks LLC manages $21 billion in assets throughout 75,665 accounts and employs more than 1,890 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 59,013 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 25% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cetera Advisor Networks LLC can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 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, Commissions

Disclosures

No

Office Location

12221 Merit Dr Ste 625
Dallas, TX 75251

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$18,099,125,377

TX Average: $7,578,581,321
Total Number of Employees

1,767

TX Average: 43
Total Number of Accounts

71,503

TX Average: 3,727
Average Account Size

$253,124

TX Average: $2,033,427

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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

Nowell Loop Work History

Nowell has 24 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks

1994 - 2012 (18 years)

Financial Network Investment Corporation

Disclosures

Nowell Loop has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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