Nancy Tomasich
Nancy Tomasich is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 29 years of industry experience. Nancy 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
4626 Sherwood Common Blvd #301, Baton Rouge, LA, 70816
Get directionsHistory
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
Nancy is a Louisiana Notary, primarily for office needs, and owns Infinity Financial Group LLC, dedicating full-time hours to advisory, financial planning, and consulting. She also sells fixed insurance products, including life, health, disability, and long-term care, dedicating minimal time to this activity, and runs an Etsy store selling art.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Stanford Group Company
Stanford Group CompanyBroker
Hibernia Investments, L.L.C.
Hibernia Investments, L.L.C.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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.