Rao Anand is a registered investment advisor, based in Phoenix, AZ, with 24 years of industry experience.
Location
Phoenix, AZ
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rao is the President of The Reserve at Foothills Vista HOA and Treasurer/Comptroller for TiE Arizona. He also owns Anand Financial Services and is a Partner at Anand Properties, LLC, and an agent for Avantax Insurance Agency and/or Avantax Insurance Services, where he may sell variable, fixed, and indexed annuities, as well as variable insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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