Tracey Hesse Textor
Investment adviser representative at Cetera Investment Advisers LLC
16 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
16 years in the industry.
- Cetera Investment Advisers LLCAug 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Concourse Financial Group Securities IncJun 2024 to now
- The Ansardi GroupJun 2024 to now
- UnemployedFeb 2023 to Apr 2024
- HomebankMay 2018 to Feb 2023
- Gulf Coast Bank and TrustJan 2010 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7946758
- Firm CRD
- 105644