VB
VB
Vickie Boggio
20 Years of Experience
Longview, TX
1 DisclosureBroker
Vickie Boggio is a registered investment advisor at Cetera Investment Advisers LLC, based in Longview, TX, with 20 years of industry experience. Vickie 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
200 N Fredonia St, Longview, TX, 75601
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Regulatory History (1)
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Customer Dispute
January 2015Settled
Other Business Activities
Vickie serves as a citizen trustee for the Longview Fireman's Relief and Retirement Fund Board. In this role, she hears and determines applications for retirement and disability claims, as well as designates beneficiaries and participants.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2014 - Present · 11 yrs 9 mos
Cetera Investment Services LLCBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - July 2013 · 2 mos
Bbva Compass Investment Solutions, INCBroker
March 2010 - May 2013 · 3 yrs 2 mos
Guaranty Brokerage Services, INC.Broker
November 2006 - December 2009 · 3 yrs 1 mo
Nylife Securities INC.Broker
August 2005 - September 2006 · 1 yr 1 mo
State Registrations10 states
ARLAMOMTNCOKPASCTXVA
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.