Linda Tsai Chen
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCOct 2025 to now
- Cetera Investment AdvisorsOct 2025 to now
- Cetera Advisors LLCSep 2022 to now
- Retirement Distribution and Wealth Management StrategiesJul 2021 to now
- The Arrow HouseOct 2023 to Apr 2025
- College for FinancialplanningSep 2019 to Jun 2021
- Mitsubishi Motor NorthamericaNov 2018 to Aug 2019
- Schneider ElectricFeb 2018 to Oct 2018
- Nissan North America, Inc.Jan 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7412123
- Firm CRD
- 105644