Nancy Jean Almond
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cetera Investment Advisers LLCSep 2022 to now
- Cetera Investment Services LLCSep 2022 to now
- Numerica Credit UnionJan 2021 to now
- Cuso Financial Services, LPJan 2021 to Sep 2022
- Hart Capital Management, Inc.Nov 2018 to Jan 2021
- SelfMar 2018 to Oct 2018
- Cetera Investment Services LLCAug 2010 to Feb 2018
- Columbia State BankAug 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2142868
- Firm CRD
- 105644