NP
NP

Nechemia Proter

49 Years of Experience
Arlington, TX
BrokerSells Insurance

Nechemia Proter is a registered investment advisor at Cetera Investment Advisers LLC, based in Arlington, TX, with 49 years of industry experience. Nechemia 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

504 W Main St Ste 101, Arlington, TX, 76010

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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

Nechemia is involved in several business activities, including serving as a trustee for employee benefit programs, owning a real estate company, and managing payroll. He also owns and works as an insurance agent for life, property, and casualty insurance, dedicating a few hours per week to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Tower Square Securities, INC.Broker
November 1998 - September 2013 · 14 yrs 10 mos
Tower Square Securities, INC.
November 1998 - September 2013 · 14 yrs 10 mos
Advantage Capital CorporationBroker
August 1994 - November 1998 · 4 yrs 3 mos
Travelers Equities Sales, INC.Broker
October 1986 - August 1994 · 7 yrs 10 mos
Cigna Securities, INC.Broker
February 1977 - November 1986 · 9 yrs 9 mos
State Registrations18 states
ALAZCOFLIDKSLAMNMONDNJNMNYOKORPATXWA
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.