Colin Mackenzie
Colin Mackenzie is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pasadena, CA, with 34 years of industry experience. Colin 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
301 E Colorado Blvd., Ste 400, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colin sells fixed life insurance and long-term care insurance with various companies. He also owns American Financial Concepts, Corp for business expenses only, and is a counselor at One Step Ministry providing financial counseling. Finally, Colin is a board member for Flying Leatherneck Historical Foundation, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations11 states
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