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Bill R Mccracken

Cetera Investment Advisers LLC

Milwaukie, OR

CRD 3119961

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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
TX RA APPROVED_RES 2023-02-27
OR RA APPROVED 2002-07-18
  • TX RA
    APPROVED_RES
    Since 2023-02-27
  • OR RA
    APPROVED
    Since 2002-07-18

Branch Locations

Milwaukie, OR • 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
Cetera Investment Advisers Llc Schaumburg IL 12/1998 Present
Bill R. Mccracken Accounting & Tax Servi Milwaukie & Oregon City OR 01/1988 Present
Cetera Financial Specialists Llc Schaumburg IL 08/1998 Present
  • 12/1998 → Present
    Schaumburg, IL
  • 01/1988 → Present
    Bill R. Mccracken Accounting & Tax Servi
    Milwaukie & Oregon City, OR
  • 08/1998 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
Other Businesses

1) TAX PRAC-OWNER SINCE 88-THIS IS MY TAX PRAC-LOTS, ESPECIALLY DURING TAX SEASON. 2) NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE:12/1973; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-12-28
  • S66 Uniform Combined State Law Examination
    1998-12-28

View on SEC IAPD

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