Joseph Robert Chappell
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Joseph Robert Chappell? Claim your profile
Contact this firm
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 LLCMar 2024 to now
- Cetera Advisors LLCJan 2023 to now
- Oneamerica SecuritiesMar 2021 to Jan 2023
- American United LifeSep 2020 to Jan 2023
- MML Investors Services, LLCMar 2017 to Mar 2021
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Mar 2021
- Metlife SecuritiesAug 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4436624
- Firm CRD
- 105644