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Christopher Ikerd

Advisor at Cetera

Updated today

Location

Evans, GA 30809

Credentials

Series 66

Industry experience

11 years

About

Christopher Ikerd is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Merrill, Bank of America, and Regions Bank prior to his current position at Cetera. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement solutions, and access to third-party managers, combining retirement and fiduciary capabilities with a broad institutional platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

4385 Washington Road

Evans, GA 30809

Most active in

Georgia

Work history

Cetera

2018 - Present (8 years)

Regions bank

2018 - Present (8 years)

Cetera Investment Services Llc

2018 - Present (8 years)

The Bradley Schools

2018 - 2018 (1 year)

UnEmployed

2017 - 2018 (1 year)

Bank Of America, N.a.

2015 - 2017 (2 years)

Merrill

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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ChFC®, Series 65

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Wealth management Passive / index investing Annuities Real estate investing
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Passive / index investing
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