JF
JF

Joel Faber

23 Years of Experience
Pleasant Hill, CA
BrokerSells Insurance

Joel Faber is a registered investment advisor at Cetera Investment Advisers LLC, based in Pleasant Hill, CA, with 23 years of industry experience. Joel 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

3478 Buskirk Ave, Suite 245, Pleasant Hill, CA, 94523

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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 ActivitiesSells Insurance

Joel coaches a Jr. High soccer team, is an insurance agent selling fixed and variable insurance, owns rental properties, and is treasurer for both Contra Costa Christian Schools and Diablo Valley Wolves 2008 Boys soccer club. The insurance sales and rental property activities take minimal time, while the other activities take a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
September 2019 - Present · 6 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
June 2004 - May 2021 · 16 yrs 11 mos
Summit Brokerage Services, INC.Broker
March 2003 - September 2019 · 16 yrs 6 mos
State Registrations10 states
AZCACODCGAMINVORSCVA
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.
Joel Faber - Financial Advisor | TrueAdvisor