Joseph Cearlock
Joseph Cearlock is a registered investment advisor at Cetera Investment Advisers LLC, based in Vandalia, IL, with 31 years of industry experience. Joseph 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
1007 North Eighth St., Vandalia, IL, 62471
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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
Joseph is an agent for Avantax Insurance Agency, selling annuities, and owns rental property. He also provides accounting services/tax preparation as the owner of LCB CPAs & Advisors, Ltd, and is a member/partner of LCB Wealth Management LLC, spending nearly full-time on this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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