Michael Beal
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Michael Beal? Claim your profile
Contact this firm
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
14 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Capitol Financial SolutionsMay 2026 to now
- Cetera Wealth Services, LLCMay 2026 to now
- Lipaira IncMar 2026 to now
- Americor FundingJun 2024 to Jun 2026
- Self EmployedOct 2023 to May 2024
- Debt Advisors of AmericaApr 2023 to Sep 2023
- Jg WentworthSep 2022 to Apr 2023
- Debt Advisors of AmericaNov 2021 to Sep 2022
- Turn Key Systems IncSep 2021 to Oct 2021
- Self EmployedNov 2020 to Oct 2021
- Dml LLCMar 2020 to Feb 2021
- StarbucksMar 2020 to Nov 2020
- UnemployedDec 2019 to Mar 2020
- Self EmployedSep 2019 to Dec 2019
- South Inc.Sep 2019 to Nov 2019
- John Paul the Great Catholic UniversityOct 2017 to Jul 2019
- Self EmployedJun 2017 to Aug 2018
- Franklin Special School DistrictJun 2017 to Jun 2017
- StarbucksJun 2016 to Nov 2019
- Franklin High SchoolAug 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 8268105
- Firm CRD
- 105644