Charlotte Salgado Wall
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Premier Planning GroupMay 2022 to now
- Cetera Wealth Services, LLCJan 2022 to now
- Premier Planning GroupJul 2021 to Feb 2022
- Cetera Advisor NetworksJul 2021 to Jan 2022
- AerieNov 2020 to Apr 2021
- Colorado CollegeJun 2019 to Jun 2021
- Associated Colleges of the U.S.Aug 2017 to Dec 2017
- Colorado College Writing CenterApr 2017 to May 2019
- Colorado College Residential LifeAug 2016 to May 2017
- Full-time Student - Colorado CollegeAug 2015 to May 2019
- Colorado College Office of Financial AidAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7404493
- Firm CRD
- 105644