Lorena Sarco
Lorena Sarco is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 23 years of industry experience. Lorena 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
3600 Wilshire Blvd Suite 1914, Los Angeles, CA, 90010
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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
Lorena is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating nearly full-time hours to this activity. She also assists individuals in purchasing homes through Capstone Realty Group, Inc., dedicating more than full-time hours to this activity, and serves as Community Outreach Director for the National Association of Hispanic Real Estate Professionals, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Nwf Advisory Services INC
Royal Alliance Associates, INC.Broker
National Planning CorporationBroker
State Registrations1 state
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