Frederic
Steele

Cetera Advisor Networks LLC

CRD#2974241
Investment Advisor
in Bridgeport, WV

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About this Advisor

Frederic Steele is a financial advisor operating in Bridgeport, West Virginia who has 2 years of industry experience. Steele is an employee of Cetera Advisor Networks LLC. Over the course of their career, Steele has held roles at Ing Financial Partners, Inc, United Security Agency Inc, Voya Financial Advisors and Cetera Advisor Networks LLC. Steele maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in West Virginia. Cetera Advisor Networks LLC is a registered investment firm that has its headquarters in El Segundo, CA. The firm has offices in 889 locations and a total of 2,881 financial advisors. It has $47 billion in assets under management across its 192,956 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 664 charities and foundations. Of its 192,956 client accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets. Cetera Advisor Networks LLC 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. Financial management fee schedules largely vary depending on which service is provided. Fees charged by Cetera Advisor Networks LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

139 W Main Street
Bridgeport, WV 26330

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

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

2,881

WV Average: 43
Total Number of Accounts

192,956

WV Average: 3,727
Average Account Size

$241,772

WV 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

Frederic Steele Work History

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

2021 - Present (3 years)

Cetera Advisor Networks LLC

2010 - Present (14 years)

United Security Agency Inc

2014 - 2021 (7 years)

Voya Financial Advisors

2010 - 2014 (4 years)

Ing Financial Partners, 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 Frederic Steele 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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