Fonda Erin Markley
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
13 years in the industry.
- Fortis Investment Advisory Services, LLCJul 2026 to now
- Fortis Investment Services, Inc.Jul 2026 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCSep 2017 to now
- Bar Financial Partners By CeteraJan 2026 to Jun 2026
- Bar Financial PartnersApr 2024 to Jun 2026
- Bar Financial LLCSep 2017 to Feb 2021
- Wells Fargo Advisors Financial Network, LLCOct 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5513752
- Firm CRD
- 105644