Dorothy Belville
Dorothy Belville is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Monterey, CA, with 45 years of industry experience. Dorothy 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
30 Ryan Court Ste 260, Monterey, CA, 93940
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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.
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Dorothy is associated with Belville Financial Advisors as a Registered Investment Advisor (RIA) and through a DBA. She is also the Executive Director of Sauver Ranch, a sanctuary for abused animals, since 1999.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Belville Financial Advisors
Previous Registrations
Cetera Advisors LLC
Pacific West Securities, INC.Broker
Pacific West Financial Consultants INC
Partnervest Advisory Services LLC
Partnervest Securities, INC.Broker
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Cigna Financial Advisors,inc.Broker
State Registrations17 states
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.