LM
CFP · ChFC
LM
CFP · ChFC

Linda Maley

31 Years of Experience
Bradford, PA
BrokerSells Insurance

Linda Maley is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bradford, PA, with 31 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

807 East Main St, Bradford, PA, 16701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Linda sells fixed insurance products including life, health, disability, annuities, and long-term care as an insurance agent. She also works as an enrolled agent doing tax preparation, bookkeeping, and payroll, and is a landlord for real estate rental property.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2020 - June 2023 · 2 yrs 8 mos
Avantax Advisory Services
July 2010 - November 2020 · 10 yrs 4 mos
Avantax Investment Services, INC.Broker
October 1994 - November 2020 · 26 yrs 1 mo
State Registrations11 states
ALAZDEFLINNCNYOHPASCVA
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.