Chris Counce
Chris Counce is a registered investment advisor at Cetera Investment Advisers LLC, based in Lakewood, CO, with 32 years of industry experience. Chris 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
165 S Wadsworth Blvd, Ste 200, Lakewood, CO, 80226
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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
Chris owns BDY LLC, an art production and sales business, and is also involved with fixed insurance sales as an independent agent. Additionally, Chris is a partner at Premier Financial Benefits, selling insurance, securities, and investment products, and a non-managing partner at Altitude Investment Management, LLC, dedicating a few hours per week to marketing their advisory model.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Sunamerica Capital Services, INC.Broker
Magna InvestmentsBroker
Dean Witter Reynolds INC.Broker
Painewebber IncorporatedBroker
Hibbard Brown & CO., INC.Broker
State Registrations19 states
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