Sita Lalchandani
Sita Lalchandani is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Citrus Heights, CA, with 29 years of industry experience. Sita 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
5650 Sunrise Blvd #250, Citrus Heights, CA, 95610
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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
Sita operates under GLH&C Financial Services, which is used for securities business and fixed insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
State Registrations24 states
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