Chris
Counce

Cetera Advisor Networks LLC

CRD#2227241
Investment Advisor
in Midvale, UT

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About this Advisor

Chris Counce is a financial advisor operating in Midvale, Utah who has 2 years of relevant experience. Counce currently works for Cetera Advisor Networks LLC. During their career, the advisor has held roles at Bbva Securities Inc, Compass Bank, Bank West Investment Services, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, Voya Financial Advisors, Inc, Cetera Advisor Networks LLC and Altitude Investment Management, LLC. Counce holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to advise clients in Colorado. Cetera Advisor Networks LLC is a business operating out of El Segundo, CA. It has offices in 889 locations and a total of 2,881 financial advisors. It has $47 billion in total assets among its 192,956 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 664 charities and foundations. Of its 192,956 customer accounts, 27% belong to high-net-worth investors who have more than $1 million in assets available to invest. Cetera Advisor Networks LLC provides a wide set 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 advisory fee schedules usually are based on which service is offered. However, fee types billed by Cetera Advisor Networks LLC can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

6955 S Union Park Ctr Ste 550
Midvale, UT 84047

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

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

2,881

UT Average: 43
Total Number of Accounts

192,956

UT Average: 3,727
Average Account Size

$241,772

UT Average: $2,033,427

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

Chris Counce Work History

Chris has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Altitude Investment Management, LLC

2021 - Present (3 years)

Cetera Advisor Networks LLC

2015 - 2015 (< 1 year)

Bbva Securities Inc

2015 - 2015 (< 1 year)

Compass Bank

2015 - 2015 (< 1 year)

Bbva Compass Insurance Agency, Inc

2015 - 2015 (< 1 year)

Bbva Wealth Solutions Inc

2015 - 2021 (6 years)

Voya Financial Advisors, Inc

2003 - 2015 (12 years)

Bank West Investment Services

*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 Chris Counce 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 Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

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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