Douglas Ray Box
Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
31 years in the industry.
- Box Enterprise PartnersAug 2026 to now
- Mdeez Numismatics LLCSep 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Exceptional Life ProjectSep 2018 to now
- Cetera Wealth Services, LLCJan 2013 to now
- Box Financial AdvisorsMar 1995 to now
- Advisornet Wealth PartnersAug 2012 to Apr 2026
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 2605982
- Firm CRD
- 105644