Cetera Investment Advisers
44yrs
Top advisor by experience in Riverside
27yrs
Lynette Atchley
Full name on record: Lynette Eileen Atchley
Financial advisor at Cetera Investment Advisers
Lynette Atchley has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Riverside, California. Lynette joined Cetera Investment Advisers in 2000, a firm offering financial planning, investment management, and retirement plan consulting. Lynette’s designations include CFP® and CPA/PFS.
One of 219 advisors with offices in Riverside, and one of 206 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience in Riverside
Office6864 Indiana Ave Suite 200, Riverside, CA 92506
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®CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2000 – nowCetera Investment Advisers LLCCurrent firm
Questions to ask Lynette
Tailored to Lynette’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
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About Lynette
How do I contact Lynette?
Call Lynette’s local office at (951) 275-0340 or the Cetera Investment Advisers main office at (310) 257-7880, and ask for Lynette Atchley.
How long has Lynette been a financial advisor?
Lynette has been in the industry since 1999, about 27 years. Top 21% by experience in Riverside.
What licenses does Lynette hold?
Series 66. Tap any license on this page to see what it allows.
Is Lynette a fiduciary?
Lynette is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lynette paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lynette 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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