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Sunny Strickland

5 Years of Experience
Amarillo, TX
BrokerSells Insurance

Sunny Strickland is a registered investment advisor at Cetera Investment Advisers LLC, based in Amarillo, TX, with 5 years of industry experience. Sunny 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

301 S Polk #300, Amarillo, TX, 79101

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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 ActivitiesSells Insurance

Sunny is an independent insurance agent selling fixed insurance products since 2020, dedicating full-time hours to this. Sunny is also a part owner of Palo Duro Financial Group, a financial services business, and spends about a quarter of their time on this. Sunny also provides admin duties to Mark Haworth full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2021 - June 2021 · 5 mos
Voya Financial Advisors, INC.Broker
October 2020 - June 2021 · 8 mos
State Registrations8 states
ARCACONMOHOKTNTX
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.