Kerin Marie Clark
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCMay 2025 to now
- Cetera Investment Services LLCApr 2025 to now
- Embold Credit UnionApr 2025 to now
- NordstromAug 2024 to now
- Gradient Advisors, LLCSep 2024 to Feb 2025
- Pruco Securities, LLCNov 2023 to Sep 2024
- The Prudential Insurance Company of AmericaNov 2023 to Sep 2024
- Gradient Advisors LLCJan 2022 to Nov 2023
- Corecap InvestmentsJan 2020 to Oct 2020
- Corcap AdvisorsJul 2019 to Jan 2022
- Gradient Advisors, LLCJun 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 2690931
- Firm CRD
- 105644