Michael Wade Mcvey
Investment adviser representative at Cetera Investment Advisers LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Michael Wade Mcvey? 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
23 years in the industry.
- Cetera Investment Advisers LLCJul 2026 to now
- Cetera Investment Services LLCJul 2026 to now
- Regions BankJul 2026 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2026
- Wells Fargo Advisors, LLCJun 2012 to Nov 2016
- Southwestern Illinois CollegeJan 2003 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 4865064
- Firm CRD
- 105644