Marcus Ortega
Marcus Ortega is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 31 years of industry experience. Marcus 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
7025 N Scottsdale Rd #115, Scottsdale, AZ, 85253
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Regulatory History (1)
Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Marcus sells fixed insurance with various companies, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also a partner in Orthopedist Advisory Group, Mosaic Insurance Associates, and Mosaic Financial Associates, spending a significant amount of time on these ventures, and is the treasurer for WeAreVision, spending minimal time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Securian Financial Services, INC.
Cri Securities, LLC
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations37 states
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