EL
CFP
EL
CFP

Eleni Liakakis

16 Years of Experience
Woburn, MA
Broker

Eleni Liakakis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Woburn, MA, with 16 years of industry experience. Eleni 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

400 Tradecenter, Suite 4920, Woburn, MA, 01801

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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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Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2019 - Present · 6 yrs 9 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
January 2015 - June 2019 · 4 yrs 5 mos
Foresters Financial Services, INC.Broker
March 2009 - June 2019 · 10 yrs 3 mos
State Registrations9 states
CTFLMAMENHNYRISCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.