Donna Kendrick
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 LLCAug 2022 to now
- Cetera Financial Specialists LLCAug 2022 to now
- Sephton Financial, LLCOct 2020 to now
- The Grief Recovery MethodDec 2017 to now
- Cambridge Investment Research Advisors, Inc.May 2017 to Aug 2022
- Cambridge Investment Research, Inc.Dec 2016 to Aug 2022
- Reiner Financial Group, LLCDec 2016 to Oct 2020
- College of Financial PlanningSep 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6734110
- Firm CRD
- 105644