Lisa Villarreal
Lisa Villarreal is a registered investment advisor at Cetera Investment Advisers LLC, based in El Segundo, CA, with 24 years of industry experience. Lisa 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
2301 Rosecrans Ave #5100, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa serves as the executor of her grandmother's will, a role she has held since 1997. This involves managing the estate, including selling property and distributing funds, and requires minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Wealth Services, LLC
Cetera Investment Services LLC
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisor Networks LLC
First Allied Securities, INC.Broker
Summit Brokerage Services, INC.Broker
Girard Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Ing Funds Distributor, LLCBroker
Morgan Stanley Dw INC.Broker
Sunamerica Securities, INC.Broker
Banc One Securities CorporationBroker
MML Investors Services, INC.Broker
State Registrations1 state
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.