LC
LC
Linda Carey is a registered investment advisor at Cetera Investment Advisers LLC, based in Canfield, OH, with 28 years of industry experience. Linda 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
2 South Broad Street, Canfield, OH, 44406
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2017 - Present · 8 yrs 10 mos
Cetera Investment Services LLCBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
The Huntington Investment Company
May 2010 - July 2017 · 7 yrs 2 mos
The Huntington Investment CompanyBroker
May 2010 - July 2017 · 7 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2009 - May 2010 · 8 mos
Stifel, Nicolaus & Company, Incorporated
September 2009 - May 2010 · 8 mos
UBS Financial Services INC.
September 2007 - September 2009 · 2 yrs
UBS Financial Services INC.Broker
September 2007 - September 2009 · 2 yrs
Butler, Wick & CO., INC.
April 2007 - June 2007 · 2 mos
Butler, Wick & CO., INC.Broker
May 2001 - June 2007 · 6 yrs 1 mo
Mcdonald Investments INC.Broker
May 1999 - May 2001 · 2 yrs
Key Investments INC.Broker
May 1999 - May 1999 · 0 mos
Bisys Fund Services Limited PartnershipBroker
October 1998 - March 1999 · 5 mos
Key Investments INC.Broker
May 1997 - July 1998 · 1 yr 2 mos
Smith Barney INC.Broker
September 1996 - May 1997 · 8 mos
State Registrations12 states
DCDEFLGAMDMINYOHPATXWIWY
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.