Lucy Detwiler
Lucy Detwiler is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Richardson, TX, with 5 years of industry experience. Lucy 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
Firm Size
IM Fee
Assets Under Management
Location
Richardson, TX
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Regulatory History
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
Lucy is part owner of Mega Shopping Center LLC, Better Inc, and Mega Group Ltd, all real estate related entities, dedicating minimal time to each. She also works as a financial planner for Schmerling Financial Group, spending nearly full-time hours on financial planning, including investment, insurance, business, education, estate, tax, and retirement planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cx Institutional, LLC
LPL Financial LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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