James Witner
James Witner is a registered investment advisor at Cetera Investment Advisers LLC, based in Pipersville, PA, with 4 years of industry experience. James 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
6055 A Kellers Church Road, Pipersville, PA, 18947
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as a financial professional for Van Pelt Wealth Advisors, focusing on investment research and operations. This takes about a quarter of his time, with a significant portion occurring during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Diversified, LLC
Diversified, LLC
Rz Wealth
State Registrations1 state
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