Tricia Keller Marchand
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Kcs Wealth Advisors, LLC dba Kore Financial GroupOct 2025 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Alliance Wealth Management, LLCJul 2019 to Oct 2025
- Avantax Insurance Agency, LLC.Jul 2019 to Sep 2025
- Avantax Advisory ServicesJan 2018 to Sep 2025
- Avantax Investment Services, Inc.Jan 2018 to Sep 2025
- Raymond James Financial Services Advisors Inc.Aug 2011 to Jan 2018
- Raymond James Financial ServicesJun 2010 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 4141915
- Firm CRD
- 105644