Terri Goleno
Terri Goleno is a registered investment advisor at Cetera Investment Advisers LLC, based in Lakeland, FL, with 30 years of industry experience. Terri 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
726 S Missouri Ave, Lakeland, FL, 33815
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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
Terri sells equity indexed annuities through Avantax Insurance Agency, LLC. She also serves as a trustee for multiple trusts, is on the management advisory board for Nally Properties LLC, owns a CPA firm, works as an accountant/bookkeeper, and manages rental property; Terri dedicates full-time hours to her CPA firm and accountant/bookkeeper roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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