Lucinda Clark
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Finchly FinanceJan 2026 to now
- Cetera Investment Advisers LLCSep 2024 to now
- Cetera Wealth Services, LLCJun 2024 to now
- Legacy Financial AdvisorsAug 2023 to Jul 2026
- Cetera Advisor NetworksAug 2023 to Jun 2024
- Alliance Recruiting ResourcesJan 2021 to Aug 2023
- Lee & AssociatesOct 2020 to Jan 2021
- Alliance Recruiting ResourcesAug 2016 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7776641
- Firm CRD
- 105644