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Christopher Bones

Cetera Investment Advisers LLC
29 Years of Experience
Eugene, OR
2 DisclosuresBroker
View SEC Summary
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Christopher Bones is a registered investment advisor at Cetera Investment Advisers LLC, based in Eugene, OR, with 29 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

Eugene, OR

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2012
Final
Customer Dispute
November 2003
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher is the president of a Parent Teacher Association (PTA) since 2017, dedicating a few hours per week to running its day-to-day operations. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
August 2017 - May 2021 · 3 yrs 9 mos
Summit Brokerage Services, INC.Broker
December 2010 - September 2019 · 8 yrs 9 mos
Ameriprise Financial Services, INC.
October 2006 - October 2007 · 1 yr
Ameriprise Financial Services, INC.Broker
October 1996 - December 2010 · 14 yrs 2 mos
Ids Life Insurance CompanyBroker
October 1996 - July 2006 · 9 yrs 9 mos
State Registrations6 states
AKALCAORTXVA
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.
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