RP
RP
Roy Payo
17 Years of Experience
El Segundo, CA
1 DisclosureBroker
Roy Payo is a registered investment advisor at Cetera Investment Advisers LLC, based in El Segundo, CA, with 17 years of industry experience. Roy 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
2301 Rosecrans Ave #5100, El Segundo, CA, 90245
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
August 2020Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
December 2020 - Present · 5 yrs 5 mos
Cetera Advisors LLCBroker
December 2020 - Present · 5 yrs 5 mos
Cetera Financial Specialists LLCBroker
December 2020 - Present · 5 yrs 5 mos
Cetera Wealth Services, LLCBroker
December 2020 - Present · 5 yrs 5 mos
Cetera Investment Services LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2022 - June 2023 · 1 yr 3 mos
First Allied Securities, INC.Broker
December 2020 - September 2022 · 1 yr 9 mos
Aig Capital Services, INC.Broker
November 2006 - September 2016 · 9 yrs 10 mos
Pruco Securities CorporationBroker
January 1993 - April 1995 · 2 yrs 3 mos
State Registrations1 state
CA
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.