John Kalianov
John Kalianov is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Laguna Niguel, CA, with 38 years of industry experience. John 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
Laguna Niguel, 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
John is an insurance agent selling insurance products through Avantax Insurance Agency, and also sells health and Medicare insurance plans as an independent contractor for Blue Shield of California. He also dedicates nearly full-time hours to Platinum 100 Financial Services, his DBA, offering various planning services and advising on insurance and annuity needs.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Pacific Select Distributors, INC.Broker
Sme Capital Management CorporationBroker
Advantage Capital CorporationBroker
Pruco Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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