Oppenheimer & Co.
47yrs
Top advisor by experience in Carlsbad
27yrs
Michael Hamner
Full name on record: Michael Wayne Hamner
Financial advisor at Cetera Investment Advisers
Michael Hamner has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Carlsbad, California. After less than a year at Mony Securities and four years at Trusted Securities Advisors, Michael joined Cetera Investment Advisers in 2004, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 457 advisors with offices in Carlsbad, and one of 416 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office1947 Camino Vida Roble Suite 270, Carlsbad, CA 92008
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2004 – nowCetera Investment Advisers LLCCurrent firm
- Dec 2003 – Dec 2003Mony Securities CorporationPreviously
- 2000 – 2003Trusted Securities Advisors Corp.Previously
Contact Michael
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Michael. 1947 Camino Vida Roble Suite 270Carlsbad, CA 92008Office · Get directions
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Michael Hamner. Michael works from the Carlsbad, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 27 years. Top 24% by experience nationwide.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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