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Emily Landers

Advisor at Cetera

Updated today

Location

Bonifay, FL

Credentials

Series 66

Industry experience

7 years

About

Emily Landers is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her career includes roles at various Cetera entities since 2021 and prior experience at Wells Fargo Clearing from 2016 to 2021. Before entering the financial sector, she worked at Distinctive Millwork LLC from 2013 to 2016. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

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

Bonifay, FL

Most active in

Florida

Work history

Cetera

2023 - Present (3 years)

Cetera Financial Specialists LLC

2022 - Present (4 years)

Cetera Investment Services Llc

2022 - Present (4 years)

Cetera Advisors LLC

2022 - Present (4 years)

First Allied Securities, INC.

2022 - 2022 (1 year)

Cetera Wealth Services, LLC

2021 - Present (5 years)

Wells Fargo Clearing

2017 - 2021 (4 years)

Wells Fargo Clearing Services

2016 - 2017 (1 year)

Distinctive Millwork LLC

2013 - 2016 (3 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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Wealth management Tax-loss harvesting Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired Self-Employed
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Bonifay, FL

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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