RR
CFP
RR
CFP
Rene Randel is a CFP-designated registered investment advisor, based in Camarillo, CA, with 26 years of industry experience. Rene is also registered as a broker, so some compensation may come from commissions on products sold.
Location
155 Granada Street, Suite P, Camarillo, CA, 93010
Get directionsHistory
Regulatory History (3)
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Customer Dispute
February 2026Pending
Customer Dispute
June 2008Settled
Criminal
December 1981Final Disposition
Other Business ActivitiesSells Insurance
Rene is a CPA and owner/sole proprietor of a tax preparation/accounting business since 2000, taking nearly full-time. Rene is also an insurance agent for Assurity Life Insurance Company and Avantax Insurance Agency/Services, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
October 2000 - September 2025 · 24 yrs 11 mos
Avantax Investment Services, INC.Broker
July 2000 - September 2025 · 25 yrs 2 mos
State Registrations4 states
AZCASDTX
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.
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