Alexander Gary Folken
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered 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
- Husami & AssociatesAug 2022 to now
- Avantax Advisory ServicesAug 2022 to Sep 2025
- Avantax Insurance ServicesAug 2022 to Sep 2025
- Avantax Investment Services Inc.Aug 2022 to Sep 2025
- LPL Financial LLCJan 2022 to Jul 2022
- Stratos Wealth Partners, LtdJan 2022 to Jul 2022
- UnemployedOct 2021 to Dec 2021
- Fidelity Brokerage Services LLCJun 2020 to Sep 2021
- Fidelity Personal and Workplace AdvisorsJun 2020 to Sep 2021
- Eagle Strategies LLCAug 2015 to May 2020
- New York Life Insurance CompanyMar 2013 to May 2020
- Nylife Securities, LLCMar 2013 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6173096
- Firm CRD
- 105644