CD
CFP
CD
CFP

Celine Doucet

15 Years of Experience
San Diego, CA
Broker

Celine Doucet is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 15 years of industry experience. Celine is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
Loading...

Location

655 W Broadway 12th Fl, San Diego, CA, 92101

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 →
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Advisors LLC
January 2018 - Present · 8 yrs 9 mos
Cetera Financial Specialists LLC
January 2018 - Present · 8 yrs 9 mos
Cetera Wealth Services, LLC
January 2018 - Present · 8 yrs 9 mos
Cetera Investment Services LLC
January 2018 - Present · 8 yrs 9 mos
Cetera Advisors LLCBroker
January 2018 - Present · 8 yrs 9 mos
Cetera Financial Specialists LLCBroker
January 2018 - Present · 8 yrs 9 mos
Cetera Investment Services LLCBroker
January 2018 - Present · 8 yrs 9 mos
Cetera Wealth Services, LLCBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2018 - June 2023 · 5 yrs 5 mos
First Allied Securities, INC.Broker
January 2018 - September 2022 · 4 yrs 8 mos
Summit Brokerage Services, INC.Broker
January 2018 - December 2019 · 1 yr 11 mos
Unionbanc Investment Services, LLC
August 2012 - January 2018 · 5 yrs 5 mos
Unionbanc Investment Services, LLCBroker
March 2012 - January 2018 · 5 yrs 10 mos
TD Ameritrade, INC.Broker
November 2010 - March 2012 · 1 yr 4 mos
State Registrations1 state
CA
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.
More Advisors