Lynette Atchley
Lynette Atchley is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Riverside, CA, with 26 years of industry experience. Lynette 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
6864 Indiana Ave, Ste 200, Riverside, CA, 92506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lynette is involved in several outside business activities, including commercial rental property, CPA services as CEO/Managing Director of CPA Financial Advisors, Inc. (taking a few hours per week), CEO and Secretary of C L Robert Plumbing, Heating & Air, Inc. (minimal time), and board positions at CALCPA, The Holloway Group, and Rebirth Homes Inc. (minimal time for each).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations16 states
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