Plano, TX Teakwood Lane Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,217 advisors across 5,122 offices

Location

2751 Teakwood Lane

Plano TX 75075

Advisors at this office

2

Advisors at this office

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Sebastian L

Series 66

Plano, TX

Cetera

Sebastian Leyton is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Prior to joining Cetera, he was employed at The Vanguard Group for three years. He also provides administrative services as a registered assistant with Michael David Morrison, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures and custodial relationships, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cristen D

Series 63, Series 66

Plano, TX

Cetera

Cristen Deteau is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has worked with Cetera since 2016 and has prior experience at CH Wealth Management and Capital Advisors Group. Outside of her advisory role, she is involved as an independent contractor in the insurance sector. Cetera Investment Advisers LLC serves a wide client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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