EF
EF

Elizabeth Festejo

26 Years of Experience
Elk Grove, CA
BrokerSells Insurance

Elizabeth Festejo is a registered investment advisor at Cetera Investment Advisers LLC, based in Elk Grove, CA, with 26 years of industry experience. Elizabeth 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9328 Elk Grove Blvd, Ste 105-314, Elk Grove, CA, 95624

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Elizabeth operates De Novo Wealth Management as a financial advisor, dedicating full-time hours to this investment-related activity. She also works as an insurance agent selling life, health, annuities, and disability insurance, spending a few hours per week on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Cetera Advisors LLC
May 2014 - March 2024 · 9 yrs 10 mos
Liberty Partners Capital Management, LLC
January 2013 - May 2014 · 1 yr 4 mos
Liberty Partners Financial Services, LLCBroker
January 2013 - May 2014 · 1 yr 4 mos
Cambridge Investment Research Advisors, INC.
December 2011 - December 2012 · 1 yr
Cambridge Investment Research, INC.Broker
December 2011 - December 2012 · 1 yr
Woodbury Financial Services, INC.
December 2005 - November 2011 · 5 yrs 11 mos
Woodbury Financial Services, INC.Broker
December 2005 - November 2011 · 5 yrs 11 mos
Aig Financial Advisors, INC.
October 2005 - January 2006 · 3 mos
Aig Financial Advisors, INC.Broker
October 2005 - January 2006 · 3 mos
Sunamerica Securities, INC.
June 2005 - October 2005 · 4 mos
Sunamerica Securities, INC.Broker
March 2004 - October 2005 · 1 yr 7 mos
Wm Financial Services, INC.Broker
July 1999 - March 2004 · 4 yrs 8 mos
Lsa Securities, INC.Broker
April 1999 - July 1999 · 3 mos
State Registrations5 states
CAGANVNYWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.