Tanner Buchanan Dick
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCJul 2022 to now
- Cetera Investment Services LLCApr 2022 to now
- First National Bank of PaMar 2022 to now
- Stretchpak, Inc.Oct 2020 to Feb 2022
- Laurel Auto GroupJan 2014 to Oct 2020
- Pennsylvania Army National GuardJun 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7526183
- Firm CRD
- 105644