ZW
ZW

Zeth Walters

20 Years of Experience
Bluffton, SC
BrokerSells Insurance

Zeth Walters is a registered investment advisor at Cetera Investment Advisers LLC, based in Bluffton, SC, with 20 years of industry experience. Zeth 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
Loading...

Location

Bluffton, SC

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Zeth is an insurance agent offering fixed and group retirement annuities, and is also involved in several fitness businesses as an instructor and co-owner. He also operates under DBAs for insurance and financial services, dedicating about 10-20% of his time to the securities business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs
Cetera Wealth Services, LLCBroker
February 2006 - Present · 20 yrs 4 mos
Cetera Wealth Services, LLC
February 2006 - Present · 20 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2007 - June 2023 · 16 yrs 3 mos
State Registrations10 states
CAMANENVORSCSDTXUTWA
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.