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Allissabeth Whittle

2 Years of Experience
Sellersburg, IN
BrokerSells Insurance

Allissabeth Whittle is a registered investment advisor at Cetera Investment Advisers LLC, based in Sellersburg, IN, with 2 years of industry experience. Allissabeth 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

Sellersburg, IN

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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 ActivitiesSells Insurance

Allissabeth works as a financial professional for Cornerstone Financial Advisors and Cornerstone Advisory Group, dedicating full-time hours to each. She also works as a staff accountant for Cornerstone Tax Services and sells fixed insurance products, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
August 2023 - Present · 3 yrs 1 mo
Cetera Advisors LLC
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
October 2023 - March 2024 · 5 mos
State Registrations2 states
IDIN
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.