Anh Le
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
3 statesRegistered 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
19 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Le Financial AssociatesSep 2023 to now
- Midwest Tax Resolution CenterSep 2023 to now
- Anh Le Cpa LLCJan 2019 to now
- Avantax Insurance Agency, LLC.Oct 2010 to Sep 2025
- Avantax Investment Services, Inc.Oct 2010 to Sep 2025
- Le Financial Inc.Sep 2007 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (IL, MO, TX).
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
- 2409671
- Firm CRD
- 105644