Lucy Chang Detwiler
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Schmerling Financial GroupFeb 2024 to now
- Better Inc.Jul 2017 to now
- Mega Group LtdJul 2017 to now
- Mega Shopping Center, LLCJul 2017 to now
- Avantax Investment Services Inc.Aug 2024 to Sep 2025
- Avantax Advisory ServicesFeb 2024 to Sep 2025
- Credent Wealth ManagementNov 2022 to Feb 2024
- Cx Institutional, LLCNov 2022 to Feb 2024
- Watermark Community ChurchAug 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 6153902
- Firm CRD
- 105644