RD
RD

Reynaldo Deguzman

27 Years of Experience
Camas, WA
Broker

Reynaldo Deguzman is a registered investment advisor at Cetera Investment Advisers LLC, based in Camas, WA, with 27 years of industry experience. Reynaldo 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
Loading...

Location

History

Regulatory History
Clean regulatory record

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 Activities

Reynaldo is a board member of Golden Eagle Lions Club, a civic organization, dedicating minimal time. He also sells real estate as an independent contractor and is an independent business owner with ACN, Inc., spending a few hours per week marketing essential services and training new business owners.

Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
March 2008 - Present · 18 yrs 2 mos
Cetera Investment Advisers LLC
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Ic Advisory Services, INC.
June 2006 - December 2007 · 1 yr 6 mos
The Investment Center, INC.Broker
August 2004 - December 2007 · 3 yrs 4 mos
The Investment Center, INC.
August 2004 - June 2006 · 1 yr 10 mos
Citigroup Global Markets INC.
January 1999 - July 2004 · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
August 1998 - July 2004 · 5 yrs 11 mos
Chatfield Dean & CO., INC.Broker
July 1998 - August 1998 · 1 mo
State Registrations6 states
AZCAORTXUTWA
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.