Lois Leynse
Lois Leynse is a registered investment advisor at Cetera Investment Advisers LLC, based in Oakland, CA, with 28 years of industry experience. Lois 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
295 27th Street, Oakland, CA, 94612
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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
Lois is involved in tax preparation/accounting, dedicating about a quarter of her time, and manages multiple residential rental properties, requiring minimal time. She also sells equity indexed annuities through Avantax Insurance Services, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations19 states
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