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Irene Albon is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 11 years of industry experience. Irene 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
655 W Broadway 12th Fl, San Diego, CA, 92101
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 8 mos
Cetera Wealth Services, LLCBroker
August 2018 - Present · 7 yrs 11 mos
Cetera Financial Specialists LLCBroker
August 2018 - Present · 7 yrs 11 mos
Cetera Advisors LLCBroker
August 2018 - Present · 7 yrs 11 mos
Cetera Wealth Services, LLC
August 2018 - Present · 7 yrs 11 mos
Cetera Financial Specialists LLC
August 2018 - Present · 7 yrs 11 mos
Cetera Advisors LLC
August 2018 - Present · 7 yrs 11 mos
Cetera Investment Services LLCBroker
August 2018 - Present · 7 yrs 11 mos
Previous Registrations
First Allied Advisory Services, INC.
September 2019 - November 2020 · 1 yr 2 mos
Cetera Advisor Networks LLC
October 2018 - June 2023 · 4 yrs 8 mos
First Allied Securities, INC.Broker
August 2018 - September 2022 · 4 yrs 1 mo
Summit Brokerage Services, INC.Broker
August 2018 - December 2019 · 1 yr 4 mos
Independent Financial Group, LLCBroker
December 2017 - August 2018 · 8 mos
LPL Financial LLCBroker
April 2014 - December 2017 · 3 yrs 8 mos
State Registrations1 state
CA
Advisor
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Exams
No exam information available for this advisor.