Bruce Chadwick Hatter
Investment adviser representative at Cetera Investment Advisers LLC
29 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
29 years in the industry.
- Ld&b Financial GroupApr 2026 to now
- Ld&b Insurance Agency, Inc.Apr 2026 to now
- Ld&b Insurance and Financial ServicesApr 2026 to now
- Gold Cove LLCJan 2026 to now
- Cetera Investment Advisers LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- (dba) Weaver Insurance & Financial AdvisorsJun 2006 to now
- Mennonite Mutual Aid (via Weaver Insurance & Financial Advisors)Aug 1997 to now
- Concourse Financial Group Securities IncOct 1997 to Feb 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 2963171
- Firm CRD
- 105644