Judy March is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 26 years of industry experience. Judy 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
Firm Size
IM Fee
Assets Under Management
Location
19 Briar Hollow Lane, Suite 260, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Judy owns Judy A March PC, providing tax and accounting services since 1981, dedicating about a quarter of her time to this. She also serves as 1st VP for Timarron Lakes Community HOA and provides bill paying services as POA for an offshore client of her CPA firm, spending minimal time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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