Kelli Frederick
Investment adviser representative at Cetera Investment Advisers LLC
23 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
23 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisors LLCApr 2023 to now
- Cetera Financial Specialists LLCApr 2023 to now
- Cetera Wealth Services, LLCApr 2023 to now
- UnemployedNov 2022 to Apr 2023
- Cetera Investment Services LLCAug 2022 to Nov 2022
- Hancock BankNov 2003 to Nov 2022
- Hancock Investment Services, Inc.Nov 2003 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 4335762
- Firm CRD
- 105644