Joyce
Bloch

Cetera Advisors LLC

CRD#716912
Investment Advisor
in Seattle, WA
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About this Advisor

Joyce Bloch is a certified financial planner who works in Seattle, Washington. Currently a registered investment advisor with Cetera Advisors LLC, they have accrued a notable 47 years of practice in the financial advisory industry. Bloch maintains a Series 63 license, qualifying them as a securities representative. Bloch is able to work with customers in Washington. Over the course of their career, they have held roles at Multi-Financial Securities Corporation, Herzl Ner Tamid Conserv. Cong. (Synagogu, Pacific West Securities, Inc and Cetera Advisors LLC. Cetera Advisors LLC is headquartered in Seattle, Washington, and operates out of 816 other locations in the nation. As a company, Cetera Advisors LLC oversees $14 billion in assets dispersed across 61,274 accounts and employs more than 1,163 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 50,403 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Cetera Advisors LLC can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

47 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

Seattle, WA

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$13,550,472,236

WA Average: $2,349,664,866
Total Number of Employees

1,163

WA Average: 28
Total Number of Accounts

61,274

WA Average: 1,101
Average Account Size

$221,146

WA Average: $2,134,119

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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

Joyce Bloch Work History

Joyce has 47 years of experience.

2013 - Present (6 years)

Cetera Advisors LLC

2012 - 2012 (0 years)

Multi-Financial Securities Corporation

2000 - 2012 (12 years)

Pacific West Securities, Inc

1971 - 2012 (41 years)

Herzl Ner Tamid Conserv. Cong. (Synagogu

Disclosures

Joyce Bloch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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