Alyssa M Proctor
Investment adviser representative at Cetera Investment Advisers LLC
4 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
4 years in the industry.
- Cetera Investment Advisers LLCJul 2018 to now
- Cetera Investment Services LLCJul 2018 to now
- F&m TrustJul 2018 to now
- Bb&t Securities, LLCJan 2018 to Jul 2018
- Bb&t Investment Services, Inc.Apr 2017 to Jul 2018
- MML Investors ServicesMay 2014 to Mar 2017
- Mass MutualApr 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- 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
- 6018694
- Firm CRD
- 105644