Tak Jue is a registered investment advisor at Cetera Investment Advisers LLC, based in Flushing, NY, with 29 years of industry experience. Tak 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
Flushing, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tak owns Accounting Network Tax Service Inc., offering accounting, payroll tax, and tax filing services since 2020. This takes about 10-20% of Tak's time, including during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avalon Investment & Securities Group, INC.Broker
PFS Investments INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations5 states
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