EC
EC

Edward Carey

26 Years of Experience
Edmond, IL
Broker

Edward Carey is a registered investment advisor at Cetera Investment Advisers LLC, based in Edmond, IL, with 26 years of industry experience. Edward 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

Edmond, IL

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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

Edward operates a sole proprietorship providing accounting and tax services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2003 - Present · 22 yrs 8 mos
Cetera Financial Specialists LLCBroker
October 2000 - Present · 25 yrs 7 mos
Previous Registrations
New England SecuritiesBroker
February 2000 - October 2000 · 8 mos
State Registrations2 states
ILOK
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.
Edward Carey - Financial Advisor | TrueAdvisor