Shaun Cour
Investment adviser representative at Cetera Investment Advisers LLC
32 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
32 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Chic Bearce Family LLCJul 2025 to now
- 1776 Boston LLCSep 2020 to now
- Shaun CourSep 1994 to now
- Avantax Insurance Agency, LLCApr 2016 to Sep 2025
- Sterling Principle Financial ServicesNov 2014 to Dec 2021
- Avantax Advisory ServicesSep 2014 to Sep 2025
- Avantax Investment Services, Inc.Jun 2014 to Sep 2025
- H&r BlockDec 2006 to Sep 2026
- H&r Block (dba Cour Tax Consultants)Dec 2006 to Sep 2026
- Cour Church LLCJun 2003 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6365753
- Firm CRD
- 105644