John Lefferts
John Lefferts is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 35 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
655 W Broadway12th Fl, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Paramount Planners, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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