Angela Karen Stone
Investment adviser representative at Cetera Investment Advisers LLC
17 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
17 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJan 2013 to now
- Advisornet Financial Inc. dba Advisornet Financial PartnersApr 2019 to Nov 2020
- Whelan Event ServicesOct 2017 to Apr 2019
- Advisornet Financial Inc. dba Jra FinancialJan 2017 to Dec 2019
- Whelan SecurityFeb 2010 to Feb 2017
- Jra Financial AdvisorsApr 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 4429341
- Firm CRD
- 105644