Raelene Aldridge
Raelene Aldridge is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 25 years of industry experience. Raelene 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
225 NE Mizner Blvd Ste 5550, Boca Raton, FL, 33432
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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.
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Raelene is a wellness advocate for DoTerra Essential Oils since 2018, receiving discounts on essential oils for sales, dedicating a few hours per week. Raelene also owns rental real estate property since April 2024, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Wealth Services, LLCBroker
Previous Registrations
First Allied Securities, INC.Broker
Cetera Advisor Networks LLC
Vsr Financial Services, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS International INC.Broker
UBS International INC.
Stanford Group Company
Stanford Group CompanyBroker
State Registrations2 states
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.