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Amy Belcher

24 Years of Experience
Suffolk, VA
Broker

Amy Belcher is a registered investment advisor at Cetera Investment Advisers LLC, based in Suffolk, VA, with 24 years of industry experience. Amy 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

Suffolk, VA

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History

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.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2023 - June 2023 · 4 mos
Cetera Advisors LLC
August 2022 - September 2022 · 1 mo
Cetera Advisors LLCBroker
June 2021 - September 2022 · 1 yr 3 mos
Cetera Financial Specialists LLCBroker
June 2021 - September 2022 · 1 yr 3 mos
First Allied Securities, INC.Broker
June 2021 - September 2022 · 1 yr 3 mos
Cetera Advisor Networks LLC
June 2021 - December 2022 · 1 yr 6 mos
Voya Financial Advisors, INC.
April 2017 - June 2021 · 4 yrs 2 mos
Voya Financial Advisors, INC.Broker
April 2017 - June 2021 · 4 yrs 2 mos
Cetera Advisor Networks LLCBroker
January 2017 - March 2017 · 2 mos
Voya Financial Advisors, INC.
October 2011 - September 2016 · 4 yrs 11 mos
Voya Financial Advisors, INC.Broker
October 2011 - September 2016 · 4 yrs 11 mos
Qa3 Financial LLC
January 2008 - February 2011 · 3 yrs 1 mo
Qa3 Financial CORP.Broker
September 2005 - February 2011 · 5 yrs 5 mos
Afs Brokerage, INC.Broker
January 2000 - January 2003 · 3 yrs
Pacific Cortez Securities IncorporatedBroker
January 1999 - March 1999 · 2 mos
La Jolla Capital CorporationBroker
August 1996 - October 1998 · 2 yrs 2 mos
State Registrations1 state
VA
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.
Amy Belcher - Financial Advisor | TrueAdvisor