Linda Serra
Linda Serra is a registered investment advisor at Cetera Investment Advisers LLC, based in Miami, FL, with 29 years of industry experience. Linda 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
Miami, FL
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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
Linda is an independent insurance agent since 2006, focusing on fixed insurance sales and dedicating full-time hours. She is also the owner of Serra Insurance LLC, a fixed insurance business, since January 2024, taking about 10-20% of Linda's time. Finally, Linda is a registered representative for Life Settlements, spending minimal time on sales of life settlements.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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