Janice Borsch is a registered investment advisor, based in Santa Maria, CA, with 20 years of industry experience.
Location
Santa Maria, CA
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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
Janice provides accounting and tax preparation services as a CPA, dedicating nearly full-time hours to this. She also engages in insurance-related activities, including selling indexed annuities and providing insurance services through Avantax, and receives commissions for health insurance referrals.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations8 states
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.