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Eriberto Elizondo

26 Years of Experience
The Woodlands, TX
Broker

Eriberto Elizondo is a registered investment advisor at Cetera Investment Advisers LLC, based in The Woodlands, TX, with 26 years of industry experience. Eriberto 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

8505 Technology Forest Fl, Ste 803, The Woodlands, TX, 77381

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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 Activities

Eriberto is a partner at Elizondo & Elizondo, CPA's, providing tax and accounting services, which takes nearly full-time. He is also a member/manager of Har-Lar LC, a real estate company, dedicating minimal time, and the owner of Marathon Wealth Management, a financial services business, spending about half of his time there.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2016 - Present · 10 yrs
Cetera Financial Specialists LLCBroker
October 1999 - Present · 26 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.