Presciliano Ortega
Presciliano Ortega is a registered investment advisor at Cetera Investment Advisers LLC, based in El Paso, TX, with 41 years of industry experience. Presciliano 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
2150 Trawood Drive Suite A 200, El Paso, TX, 79935
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2010Customer Dispute
June 2009Employment Separation After Allegations
September 2004Other Business ActivitiesSells Insurance
Presciliano sells fixed insurance products, including life, disability, and long-term care, and owns Retirement Advisors of the Southwest, a financial services business, dedicating about a quarter of his time to it. He also owns Presi Ortega & Associates, dealing in property & casualty and fixed annuities, and is involved with several non-profit organizations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Great Nation Investment CorporationBroker
United Equity Securities, LLCBroker
Ing Financial Partners, INC.Broker
Woodbury Financial Services, INC.Broker
Fortis Investors, INC.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.