MC
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Mari Calton

5 Years of Experience
Okemos, MI
Broker

Mari Calton is a registered investment advisor at Cetera Investment Advisers LLC, based in Okemos, MI, with 5 years of industry experience. Mari 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

2119 Hamilton Rd, Okemos, MI, 48864

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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 Activities

Mari is the treasurer for Crossroads Church, handling paperwork but without check-writing privileges. She also serves as Vice President for Charlotte Orioles Band Boosters, coordinating events and dedicating minimal time each week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2020 - Present · 5 yrs 10 mos
Cetera Investment Services LLC
May 2020 - Present · 6 yrs
Cetera Investment Services LLCBroker
May 2020 - Present · 6 yrs
State Registrations4 states
AZFLMIOH
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.
Mari Calton - Financial Advisor | TrueAdvisor