Douglas Allen Joslin
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Cetera Investment Advisers LLCMar 2023 to now
- Cetera Wealth Services, LLCNov 2021 to now
- Clear View Financial ServicesNov 2021 to now
- Twitch Interactive, Inc.Apr 2020 to now
- Equitable Advisors, LLCJun 2021 to Oct 2021
- Clear View Financial Services LLCJun 2020 to Aug 2020
- University of Florida: Smather's Map and Imagery LibraryAug 2019 to Jul 2021
- Temp ForceMay 2019 to Jul 2019
- University of FloridaAug 2017 to May 2021
- Ltm PartyAug 2015 to Jun 2020
- Charlotte High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7262523
- Firm CRD
- 105644