RR
PFS
RR
PFS

Richard Reiser

20 Years of Experience
Kenner, LA
1 DisclosureBrokerSells Insurance

Richard Reiser is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Kenner, LA, with 20 years of industry experience. Richard 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

5017 Craig Ave, Kenner, LA, 70065

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History

Regulatory History (1)
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Customer Dispute
February 2025
Denied
Other Business ActivitiesSells Insurance

Richard provides accounting services and tax preparation, dedicating nearly full-time hours to this activity. He also acts as an agent for Avantax Insurance Agency, selling equity indexed annuities and other insurance products, spending minimal time on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2007 - September 2025 · 17 yrs 11 mos
Avantax Investment Services, INC.Broker
May 2007 - September 2025 · 18 yrs 4 mos
Intersecurities, INC.Broker
February 2006 - April 2007 · 1 yr 2 mos
State Registrations1 state
LA
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.