Tracy Lynn Bevel
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Financial Specialists LLCAug 2023 to now
- Sanford & AssociatesJan 2022 to now
- Securities America AdvisorsMay 2022 to Aug 2023
- Securities America, Inc.Feb 2022 to Aug 2023
- Stifel Nicolaus & Co IncJun 2018 to Feb 2022
- Metlife Securities Inc.Jun 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 4189996
- Firm CRD
- 105644