Chase Graham
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.
- Cetera Investment Advisers LLCAug 2026 to now
- Cetera Investment AdvisorsAug 2026 to now
- Cetera Wealth Services, LLCDec 2025 to now
- Wells Financial ServicesDec 2025 to now
- United Real Estate - ChicagoJun 2025 to now
- Cloud9 Marketing LLCFeb 2025 to now
- Prosperity Property Investments LLCNov 2024 to now
- K&g LandscapeSep 2025 to Dec 2025
- UnemployedFeb 2025 to Jun 2025
- Sauk Valley BankSep 2024 to Feb 2025
- UnemployedMay 2024 to Sep 2024
- Western Illinois UniversityMay 2022 to May 2024
- Walmart Distribution CenterApr 2022 to May 2022
- Unemployed Gap SemesterDec 2021 to Apr 2022
- PoolsideApr 2021 to Jul 2021
- College of DupageMay 2020 to Dec 2021
- Allied-locke IndustriesApr 2020 to Jul 2020
- Mckendree UniversityAug 2019 to May 2020
- Jacobs BuildersMay 2019 to Aug 2019
- Newman Central Catholic High SchoolMay 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8197494
- Firm CRD
- 105644