Jeffrey Secord
Jeffrey Secord is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bloomington, IL, with 52 years of industry experience. Jeffrey 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
Bloomington, IL
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1989Other Business Activities
Jeffrey serves on the advisory board for the Illinois Prairie Community Foundation and Illinois State University Financial Department, dedicating minimal time to each. He also works as a registered representative for Renaissance Wealth Management BN, spending about a quarter of his time providing advisory and brokerage services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Investment Planners, INC.Broker
Ipi Wealth Management, INC.
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Cg Brokerage L.L.C.Broker
Clifton Gunderson Wealth Advisors
New England Securities Corporation
New England SecuritiesBroker
Sterling Financial Investment Group, INC.
Sterling Financial Asset Management, INC.
Financial Education Consultants, INC.
Sterling Financial Investment Group, INC.Broker
First Busey Securities, INC.
First Busey Securities, INC.Broker
Mutual Service CorporationBroker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
University Investment Management, INC.Broker
Investment Management & Research, INCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Integrated Resources Equity CorporationBroker
Drexel Burnham Lambert IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations3 states
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.