Craig Attanasio
Craig Attanasio is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Orange, CA, with 35 years of industry experience. Craig 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
1224 E Katella Ave, Ste 102, Orange, CA, 92867
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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
Craig owns Sound Financial Services, a tax preparation and bookkeeping practice, dedicating full-time hours during tax season and nearly full-time hours the rest of the year. He also collects life and long-term care insurance renewals and is an independent agent for Ameristate Legal Plan, Inc, spending a few hours per week on estate and asset protection planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
1st Global Capital CORP.Broker
1st Global Advisors INC
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Triple Check Financial Services, INC.Broker
State Registrations15 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.
Exams
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