IR
CFP
IR
CFP
Iain Reilly
34 Years of Experience
San Diego, CA
2 DisclosuresBrokerSells Insurance
Iain Reilly is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 34 years of industry experience. Iain 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1011 Camino Del Rio S Ste 530, San Diego, CA, 92108
Get directionsHistory
Regulatory History (2)
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Regulatory
March 2017Final
Customer Dispute
April 2002Settled
Other Business ActivitiesSells Insurance
Iain is involved with insurance and works as a tax preparer for Telesis Tax and Financial since 2014. Iain spends a few hours per week on tax preparation and research.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2010 - March 2024 · 14 yrs 1 mo
Centara Capital Management Group, INC.
October 2005 - April 2010 · 4 yrs 6 mos
Centara Capital Securities, INC.Broker
October 2005 - February 2010 · 4 yrs 4 mos
Multi-Financial Securities Corporation
October 2002 - October 2005 · 3 yrs
Multi-Financial Securities CorporationBroker
September 1999 - October 2005 · 6 yrs 1 mo
Royal Alliance Associates, INC.Broker
September 1997 - July 1999 · 1 yr 10 mos
Sentra Securities CorporationBroker
July 1995 - September 1997 · 2 yrs 2 mos
John Hancock Distributors, INC.Broker
October 1992 - July 1995 · 2 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1992 - July 1995 · 2 yrs 9 mos
New England SecuritiesBroker
January 1992 - October 1992 · 9 mos
State Registrations10 states
AZCACOCTFLKSNVNYOHTX
AdvisorBrokerBoth
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
No exam information available for this advisor.