Carrie Crossen is a registered investment advisor at Cetera Investment Advisers LLC, based in Milan, IL, with 25 years of industry experience. Carrie 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
2009 E 10th Avenue, Milan, IL, 61264
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Carrie volunteers as a finance committee member for Quad City Animal Welfare Center and serves on the board of directors and finance committee for the Humane Society of Rock Island County. She is also a member of the Rock Island Rotary club, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Primevest Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations16 states
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