Tessa
Betterway

Cetera Investment Advisers LLC

CRD#6463820
Investment Advisor
in Houston, TX

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About this Advisor

Tessa Betterway is a financial advisor based in Houston, Texas, working with Cetera Investment Advisers LLC. Tessa has previously held positions at Betterway Financial, S Mark Haywood, Crossmark Global, Merril Lynch, Jp Morgan Chase, Primerica, Avis Budget, Wfg, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Mckinney Capital Management, Vd Investment, Jaajodance, Cetera Advisors LLC, and Cetera Investment Advisers LLC. Tessa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Tessa is part of Cetera Investment Advisers LLC, which operates out of Houston, Texas. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

8 Green Way Plaza Ste 1350
Houston, TX 77046

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

TX Average: 44
Total Number of Accounts

423,554

TX Average: 2,564
Average Account Size

$246,648

TX 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

Tessa Betterway Work History

2024 - Present (0 year)

Cetera Investment Advisers LLC

2023 - Present (1 year)

Mckinney Capital Management

2023 - Present (1 year)

Cetera Advisors LLC

2019 - Present (5 years)

Vd Investment

2018 - Present (6 years)

Jaajodance

2020 - 2023 (3 years)

Northwestern Mutual Life Insurance Company

2020 - 2023 (3 years)

Northwestern Mutual Wealth Management Company

2019 - 2019 (< 1 year)

S Mark Haywood

2019 - 2020 (1 year)

S Mark Haywood

2019 - 2023 (4 years)

Northwestern Mutual Investment Services LLC

2018 - 2018 (< 1 year)

Crossmark Global

2017 - 2018 (1 year)

Merril Lynch

2016 - 2017 (1 year)

Jp Morgan Chase

2015 - 2016 (1 year)

Primerica

2015 - 2016 (1 year)

Wfg

2014 - 2016 (2 years)

Betterway Financial

2014 - 2016 (2 years)

Betterway Financial

2014 - 2015 (1 year)

Avis Budget

Disclosures

Please visit the SEC profile of Tessa Betterway 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

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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