Craig Lee Platt
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Cetera Investment Advisers LLCAug 2025 to now
- Cetera Investment Advisors, LLCAug 2025 to now
- Cetera Wealth Services LLCAug 2025 to now
- LPL Enterprise, LLCNov 2024 to Aug 2025
- Prudential Insurance Company of AmericaApr 2020 to Aug 2025
- Pruco Securities, LLC.Nov 2019 to Nov 2024
- American Income Life Insurance (globe Life)Dec 2018 to Dec 2019
- Right Choice FulfillmentMar 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7220346
- Firm CRD
- 105644