Best Investors Account Sign in
Inactive

James Clyde Chambers

Cetera Investment Advisers LLC

Arroyo Grande, CA

CRD 5611044

Claim This Profile
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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05

Branch Locations

717 E Grand Ave Ste B, Arroyo Grande, CA 93420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
James C. Chambers, An Accountancy Professional Corporation Nipomo CA 05/2005 Present
Avantax Advisory Services Arroyo Grande CA 08/2021 09/2025
Chambers Asset Management, Llc Arroyo Grande CA 08/2008 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 05/2005 → Present
    James C. Chambers, An Accountancy Professional Corporation
    Nipomo, CA
  • 08/2021 → 09/2025
    Avantax Advisory Services
    Arroyo Grande, CA
  • 08/2008 → Present
    Chambers Asset Management, Llc
    Arroyo Grande, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-08-06 → 2025-09-05
    Avantax Advisory Services
    Arroyo Grande, CA
    Dallas, TX
  • 2009-06-10 → 2021-08-05
    Chambers Asset Management, Llc
    Nipomo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-22
  • S65 Uniform Investment Adviser Law Examination
    2008-07-22
Designations
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Arroyo Grande, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor