Charlene Lovitt
Charlene Lovitt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Oakdale, CA, with 24 years of industry experience. Charlene 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
125 North 3rd Avenue, Oakdale, CA, 95361
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations19 states
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