Linda Susan Serra
Investment adviser representative at Cetera Investment Advisers LLC
33 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
33 years in the industry.
- Serra Insurance LLCJan 2024 to now
- Cetera Investment Advisers LLCMar 2023 to now
- Cetera Wealth Services, LLCMay 2021 to now
- Philadephia LifeJul 1995 to now
- United Benefit LifeDec 1994 to now
- Northwestern National LifeOct 1994 to now
- Linda SerraMay 1993 to now
- Southland LifeMar 1993 to now
- Voya Financial AdvisorsSep 2014 to Jun 2021
- Serra Insurance ServicesJun 1993 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2834766
- Firm CRD
- 105644