WF
WF

Warren Foreman

11 Years of Experience
Mckinney, TX
Broker

Warren Foreman is a registered investment advisor at Cetera Investment Advisers LLC, based in Mckinney, TX, with 11 years of industry experience. Warren 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

175 S Ridge Rd Ste 400, Mckinney, TX, 75071

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Warren operates under the DBA Featured Wealth, providing financial services, dedicating full-time hours to this endeavor. He also refers self-employed individuals to Gig Worker Solutions for services, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2022 - March 2024 · 1 yr 5 mos
Edward Jones
August 2014 - November 2022 · 8 yrs 3 mos
Edward JonesBroker
June 2014 - November 2022 · 8 yrs 5 mos
State Registrations5 states
OKSDTNTXWY
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.