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Christine Lisa Dellacato

Cetera Investment Advisers LLC

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About Christine Lisa Dellacato

Christine Dellacato is a financial advisor with Cetera Investment Advisers LLC. Christine has been in the financial services industry since 1989 and has a broad range of experience in financial planning, portfolio management, and investment advice. Christine is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Christine is licensed in a number of states, including California, Texas, and many others. Christine has a strong commitment to providing her clients with personalized financial advice and helping them achieve their financial goals. Christine has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Christine has a deep understanding of the financial markets and is committed to providing her clients with the highest level of service.

Firm Information

Christine Dellacato is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

8356 ALLISON AVE STE C

LA MESA, CA 91942

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christine Dellacato’s Registration & Firm History

CA

06/29/2023 - Present

Cetera Investment Advisers LLC (LA MESA CA)

CA

07/25/2013 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (LA MESA CA)

CA

05/25/1995 - 08/21/2013

LPL FINANCIAL LLC (LA MESA CA)

NY

03/20/1990 - 06/08/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MA

03/31/1989 - 08/10/1989

BOND TIMING SECURITIES CORPORATION (LINCOLN MA)

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Licenses & Designations

IA

Issued 5/24/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/27/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/22/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/17/1990

Series 7 - General Securities Representative Examination

BC

Issued 3/30/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christine Lisa Dellacato. Review regulatory record here.
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