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Christopher Werden

13 Years of Experience
Mount Pleasant, SC
BrokerSells Insurance

Christopher Werden is a registered investment advisor at Cetera Investment Advisers LLC, based in Mount Pleasant, SC, with 13 years of industry experience. Christopher 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

1040 Ewall St, Mount Pleasant, SC, 29464

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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.

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Other Business ActivitiesSells Insurance

Christopher sells fixed insurance products, including annuities and long-term care, with various companies since 2018. He is also a registered representative and financial advisor/partner at Sutherland Financial Services, Lowcountry Financial Planning, and Sutherland Werden Financial Services, spending about a quarter of his time at Lowcountry Financial Planning and about a quarter of his time at Sutherland Werden Financial Services. Christopher also owns Chris Werden LLC, a pass-through S-Corp for tax purposes, dedicating minimal time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
April 2018 - Present · 8 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
April 2018 - March 2024 · 5 yrs 11 mos
Bb&t Securities, LLCBroker
January 2018 - March 2018 · 2 mos
Bb&t Securities, LLC
January 2018 - March 2018 · 2 mos
Bb&t Investment Services, INC.Broker
July 2016 - January 2018 · 1 yr 6 mos
Bb&t Investment Services, INC.
July 2016 - January 2018 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - July 2016 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - July 2016 · 3 yrs 11 mos
State Registrations23 states
AZCADEFLGAIAILKSMAMDMIMNNCNVNYOHPARISCTXUTVAWA
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.
Christopher Werden - Financial Advisor | TrueAdvisor