Mark Joseph Ducharme
Investment adviser representative at Cetera Investment Advisers LLC
24 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
24 years in the industry.
- Cetera Investment Advisers LLCOct 2025 to now
- Cetera Wealth Services, LLCOct 2025 to now
- Innovative Financial IncMar 2014 to now
- Ducharme Financial Services IncFeb 2002 to now
- Commonwealth Financial NetworkMar 2014 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4483551
- Firm CRD
- 105644