Ramon Haile
Ramon Haile is a registered investment advisor at Cetera Investment Advisers LLC, based in Hamilton, TX, with 36 years of industry experience. Ramon is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
733 N. Rice, Hamilton, TX, 76531
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Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Ramon is an agent for Avantax Insurance Agency/Services, potentially selling various annuities and variable insurance products since 2012, dedicating minimal time. He also works as a salesman for Will Hale LLC, selling stocks, bonds, and mutual funds, taking about half of Ramon's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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.
Exams
More Advisors
- Will Hale, CFPCetera Investment Advisers LLC