Vijay Kumar
Vijay Kumar is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Anaheim, CA, with 42 years of industry experience. Vijay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Anaheim, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vijay owns Kumar Financial and Insurance Services, operating as a DBA for insurance and securities, dedicating nearly full-time hours. He also serves on the board of directors for the Hindu Society of the Inland Empire and is an independent insurance agent selling fixed insurance products, taking about 70% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Titan/value Equities Group, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
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