Jeffrey Rasco
Jeffrey Rasco is a registered investment advisor at Cetera Investment Advisers LLC, based in Burelson, TX, with 27 years of industry experience. Jeffrey 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
112 SW Thomas, Ste 100, Burelson, TX, 76028
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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
Jeffrey is involved in several business activities, including selling equity indexed annuities through Avantax Insurance Agency, serving as a board member for the Baker Foundation of Burleson, and managing rental properties through Rasco Investments and TRITERRA LLC. He also works as a CPA, dedicating nearly full-time hours to tax preparation and accounting through Rasco + Rasco, P.C.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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