Inhee Carter
Investment adviser representative at Cetera Investment Advisers LLC
20 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
20 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Medicare Insurance - Ucla MapdSep 2024 to now
- Health Insurance - Me Andrews & Associates Insurance AgencyNov 2019 to now
- Health Insurance - HumanaApr 2010 to now
- Health Insurance - ScanApr 2009 to now
- Health Insurance - AetnaMay 2007 to now
- Health Insurance - United Health CareMay 2007 to now
- Prescription Drug Coverage - SilverscriptMay 2007 to now
- Health Insurance - Blue Cross/anthemMar 2007 to now
- Health Insurance - Blue ShieldMar 2007 to now
- Health Insurance - HealthnetMar 2007 to now
- Family Financial & Insurance GroupMar 2006 to now
- Family Financial GroupMar 2006 to now
- Avantax Advisory ServicesSep 2008 to Sep 2025
- Health Insurance - Cal ChoiceMay 2007 to Oct 2020
- Avantax Insurance Agency, LLCApr 2006 to Sep 2025
- Avantax Investment Services, Inc.Mar 2006 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4618364
- Firm CRD
- 105644