Amy Lea Belcher

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 09/2016
  Voya Financial Advisors
  Suffolk, VA
• 09/2016 → 03/2017
  Carson Institutional Alliance
  Omaha, NE
• 09/2016 → 03/2017
  Carson Wealth Management Group
  Omaha, NE
• 01/2017 → 03/2017
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2017 → 06/2021
  Voya Financial Advisors, Inc.
  Windsor, CT
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2021 → 09/2022
  Cetera Advisors Llc
  St Cloud, MN
• 06/2021 → 09/2022
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2021 → 09/2022
  First Allied Securities Inc
  San Diegp, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-08-15 → 2022-09-26
  Cetera Advisors Llc
  El Segundo, CA
  El Segundo, CA
• 2017-04-28 → 2021-06-09
  Voya Financial Advisors, Inc.
  Suffolk, VA
  Windsor, CT
  Suitland, MD
• 2011-10-18 → 2016-09-12
  Voya Financial Advisors, Inc.
  Virginia Beach, VA
  Ewa Beach, HI
  Windsor, CT
  Windsor, CT
  Windsor, CT
  Suffolk, VA
• 2008-01-11 → 2011-02-11
  Qa3 Financial Llc
  Omaha, NE

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-01-28
• S66 Uniform Combined State Law Examination
  2007-11-02

Other Names

• Amy Tate
• Amy Oliver