JC
JC

Joseph Cantrell

29 Years of Experience
Metairie, LA
BrokerSells Insurance

Joseph Cantrell is a registered investment advisor at Cetera Investment Advisers LLC, based in Metairie, LA, with 29 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3445 North Causeway Blvd, Ste 1000, Metairie, LA, 70002

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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

Joseph is the owner of CC Brokerage, selling fixed insurance, and owns rental property. He also serves as an officer at Compass Capital Management, LLC, which is used to run his financial products and services business; this is a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wd Wealth Management, LLCBroker
February 2003 - January 2005 · 1 yr 11 mos
Securian Financial Services, INC.
June 2002 - August 2023 · 21 yrs 2 mos
Securian Financial Services, INC.Broker
July 1996 - August 2023 · 27 yrs 1 mo
State Registrations36 states
ALARAZCACODCFLGAIAIDILKSKYLAMAMDMNMOMSNCNDNJNYOHOKORPASCSDTNTXUTVAVirgin IslandsWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.