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Frank Aloysious Doyle

Cetera Investment Advisers LLC

Bensalem, PA

CRD 1402342

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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
PA RA APPROVED 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29

Branch Locations

Bensalem, PA • 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
Doyle Financial, Llc Bensalem PA 02/2009 Present
Voya Financial Advisors Bensalem PA 09/2014 06/2021
Cetera Wealth Services, Llc El Segudno CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 02/2009 → Present
    Doyle Financial, Llc
    Bensalem, PA
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Bensalem, PA
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segudno, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2004-11-15 → 2021-06-09
    San Antonio, TX
    Dallas, TX
    Bensalem, PA
    Ellicott City, MD
    Overland Park, KS
    Windsor, CT
    Norwalk, IA
Other Businesses

NAME OF ENTITY:Doyle Financial, LLC; Yes; 4768 MANITOU PLACE; BENSALEM; PA; 19020; FINANCIAL SERVICES/DBA; Owner; 12/7/2009; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 4768 MANITOU PLACE; BENSALEM; PA; 19020; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/17/2000; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-01-19
  • S63 Uniform Securities Agent State Law Examination
    1987-01-19
Designations
  • Chartered Financial Consultant
Other Names
  • Frank A Doyle

View on SEC IAPD

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