Secure Asset Management
45yrs
Top advisor by experience at Secure Asset Management
33yrs
Fred Shocket
Financial advisor at Cetera Investment Advisers
Fred Shocket has worked in the financial industry for 33 years and is a financial advisor based in Southampton, Pennsylvania. After 17 years at Voya Financial Advisors and less than a year at Locust Street Securities, Fred joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Fred holds the CFP® designation.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
Office276 Kingsclere Drive, Southampton, PA 18966
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Sep 2025 – nowCWM, LLCCurrent
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2004 – 2021Voya Financial Advisors, Inc.Previously
- Aug 2003 – Jan 2004Locust Street Securities, Inc.Previously
Contact Fred
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Fred. 276 Kingsclere DriveSouthampton, PA 18966Office · Get directions
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Questions to ask Fred
Tailored to Fred’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Fred
How do I contact Fred?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Fred Shocket. Fred works from the Southampton, PA office.
How long has Fred been a financial advisor?
Fred has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Fred hold?
Series 63. Tap any license on this page to see what it allows.
Is Fred a fiduciary?
Fred is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Fred paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Fred for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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