Teresa Lynn Barie
Investment adviser representative at Cetera Investment Advisers LLC
38 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
38 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCOct 2020 to now
- Fox FinancialJan 1998 to now
- Fox Holdings, Inc dba H&r Block and Fox Financial ServicesJan 1998 to now
- H&r BlockJan 1988 to now
- Avantax Advisory ServicesJan 2018 to Oct 2020
- Avantax Insurance Agency, LLCDec 1996 to Oct 2020
- Avantax Investment Services, Inc.Jun 1994 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 2512324
- Firm CRD
- 105644