Joshua Lee Linton
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Jlmk LLC dba Noble Oak FinancialMay 2024 to now
- Avantax Advisory ServicesJun 2024 to Sep 2025
- Avantax Insruance Agency, LLCJun 2024 to Sep 2025
- Avantax Investment Services, Inc.Jun 2024 to Sep 2025
- LPL Financial, LLCFeb 2018 to Jun 2024
- Queensborough National BankSep 2017 to Jun 2024
- Invest Financial CorporationSep 2017 to Feb 2018
- Suntrust Advisory ServicesAug 2016 to Aug 2017
- Suntrust Investment Services, Inc.Oct 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 5553555
- Firm CRD
- 105644