Yvonne Sanchez
Yvonne Sanchez is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Lunas, NM, with 27 years of industry experience. Yvonne 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
336 Luna St Se, Los Lunas, NM, 87031
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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
Yvonne solicits fixed insurance products, including term life and health insurance, dedicating about a quarter of her time to this. She is also a principal for a property and casualty, life & health insurance agency, Rio Grande Financial Network, spending about full-time hours on this. Additionally, Yvonne serves as a development board member for the University of New Mexico-Valencia Campus, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Hamilton Fairchild Securities CorporationBroker
State Registrations2 states
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