Carli Jean Harvey
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$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
12 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Kdp LLPJun 2019 to now
- Avantax Advisory ServicesJul 2020 to Sep 2025
- Avantax Investment Services, Inc.Jul 2020 to Sep 2025
- 1st Global Capital Corp.Sep 2019 to Oct 2019
- The Hershey CompanyJul 2014 to May 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (ID, OR, 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
- 5815889
- Firm CRD
- 105644