Cheri Morillas
Cheri Morillas is a registered investment advisor at Cetera Investment Advisers LLC, based in Rancho Cordova, CA, with 31 years of industry experience. Cheri 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
3100 Zinfandel Dr, Ste 255, Rancho Cordova, CA, 95670
Get directionsHistory
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
Cheri sells life insurance, annuities, and long-term care as an insurance agent since 2019, dedicating minimal time to this activity. She also works full-time as a registered representative under the DBA American River Wealth Management and dedicates minimal time to volunteer work as treasurer for Woodcreek High School Boosters and as a board member for Donner Lake Property Owners Association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
Wm Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations6 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.