Della Lounsbery
Della Lounsbery is a registered investment advisor at Cetera Investment Advisers LLC, based in Parsippany, NJ, with 12 years of industry experience. Della 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
600 Parsippany Rd, Suite 206, Parsippany, NJ, 07054
Get directionsHistory
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 →Other Business Activities
Della is an employee of Stephen E. Plain LLC DBA SEP Financial Services, where she spends full-time hours on tax preparation and accounting. She also shares office space with her husband's company and is a sole member of Ennovative Patent Holding Co. LLC, but spends no time on either activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 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.