LS
CFP
LS
CFP

Lydia Salo

24 Years of Experience
Henderson, NV
Broker

Lydia Salo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Henderson, NV, with 24 years of industry experience. Lydia is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

2625 Wigwam Pkwy, #106, Henderson, NV, 89074

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History

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.

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Other Business Activities

Lydia is the successor trustee for The Mary L Fox Trust, holding title to the grantor's primary residence and dedicating a few hours per week. Lydia also serves as President of L. A. Salo, CPA, LTD, a public accounting firm, which takes nearly full-time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 2 mos
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 2 mos
Previous Registrations
Avantax Advisory Services
January 2003 - September 2025 · 22 yrs 8 mos
Avantax Investment Services, INC.Broker
November 2001 - September 2025 · 23 yrs 10 mos
State Registrations6 states
AZCANVNYSCUT
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.
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