CD
CD

Christine Dellacato

36 Years of Experience
La Mesa, CA
1 DisclosureBrokerSells Insurance

Christine Dellacato is a registered investment advisor at Cetera Investment Advisers LLC, based in La Mesa, CA, with 36 years of industry experience. Christine 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8356 Allison Ave Ste C, La Mesa, CA, 91942

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2013
Other Business ActivitiesSells Insurance

Christine is a trustee for minor beneficiaries of a life insurance policy and successor trustee for her parents' family trust, requiring minimal time. She is also a board member of East County Family Y and owner/president of Chris Dellacato, Inc, using the corporation for tax purposes, each taking a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
September 2019 - Present · 6 yrs 10 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
July 2013 - May 2021 · 7 yrs 10 mos
Summit Brokerage Services, INC.Broker
July 2013 - September 2019 · 6 yrs 2 mos
LPL Financial LLC
December 1997 - August 2013 · 15 yrs 8 mos
LPL Financial LLCBroker
May 1995 - August 2013 · 18 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - June 1995 · 5 yrs 3 mos
Bond Timing Securities CorporationBroker
March 1989 - August 1989 · 5 mos
State Registrations24 states
ARAZCACOCTFLGAIAIDINMDNCNJNYOHORSCTXUTVAVTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christine Dellacato - Financial Advisor | TrueAdvisor