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Becky Fitzgerald

26 Years of Experience
Brookfield, MO
Broker

Becky Fitzgerald is a registered investment advisor at Cetera Investment Advisers LLC, based in Brookfield, MO, with 26 years of industry experience. Becky 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

300 W Lockling Street, Brookfield, MO, 64628

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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 Activities

Becky is involved in several outside business activities, including custom fencing/tree cutting, working as a retail operation analyst for Verimore Bank, serving as co-treasurer for the Linn County SB 40 Board, acting as a board member and trustee for the Linn County Health Department, and working as an elected clerk to the North Salem Township Board. None of these activities appear to be investment or insurance related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
Cetera Investment Services LLC
February 2009 - January 2014 · 4 yrs 11 mos
Primevest Financial Services, INC.
January 2007 - October 2008 · 1 yr 9 mos
Primevest Financial Services, INC.Broker
January 2007 - October 2008 · 1 yr 9 mos
Primevest Financial Services, INC.
February 2000 - September 2006 · 6 yrs 7 mos
Primevest Financial Services, INC.Broker
June 1999 - September 2006 · 7 yrs 3 mos
State Registrations4 states
FLKSMOTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Becky Fitzgerald - Financial Advisor | TrueAdvisor