Rene Randel
Rene Randel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Camarillo, CA, with 25 years of industry experience. Rene 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
155 Granada Street, Suite P, Camarillo, CA, 93010
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2026Customer Dispute
June 2008Criminal
December 1981Other 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
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 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.