Lewis
Chamberlain

Cetera Advisors LLC

CRD#2084390
Investment Advisor
in Redding, CA

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About this Advisor

Lewis Chamberlain is a financial advisor operating out of Redding, California who has 11 years of relevant experience. Chamberlain currently works for Cetera Advisors LLC. Throughout their career, they have worked at Chamberlain Financial & Strategic Financial Network Inc and Cetera Advisors LLC. Chamberlain has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Cetera Advisors LLC is a business headquartered in Englewood, CO. The firm has offices in 692 locations and a total of 1,047 people on staff. It oversees $21 billion in assets among its 90,646 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 294 charities and foundations. Of its 90,646 client accounts, 26% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a wide array 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. Fees for financial management typically are based on which services the firm provides the client. Fees billed by Cetera Advisors LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

1314 Oregon St
Redding, CA 96001

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

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

1,047

CA Average: 28
Total Number of Accounts

90,646

CA Average: 1,101
Average Account Size

$234,185

CA Average: $2,134,119

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

Lewis Chamberlain Work History

Lewis has been registered as a financial advisor for 11 years.*

2013 - Present (11 years)

Cetera Advisors LLC

1990 - Present (34 years)

Chamberlain Financial & Strategic Financial Network 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 Lewis Chamberlain 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 Advisors LLC

Michael Rousseau
Westborough, MA
Nicholas Russell
Orlando, FL
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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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