EV
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Elisa Valle is a registered investment advisor at Cetera Investment Advisers LLC, based in Denver, CO, with 21 years of industry experience. Elisa 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
2820 S Harrison St, Denver, CO, 80210
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
April 2012 - Present · 14 yrs 1 mo
Cetera Advisors LLCBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
First Allied Securities, INC.Broker
March 2019 - September 2022 · 3 yrs 6 mos
Cetera Advisors LLC
April 2012 - March 2024 · 11 yrs 11 mos
Raymond James Financial Services Advisors, INC
January 2009 - March 2012 · 3 yrs 2 mos
Raymond James Financial Services
January 2008 - January 2009 · 1 yr
Raymond James Financial Services, INC.Broker
October 2007 - March 2012 · 4 yrs 5 mos
Old Mutual Investment PartnersBroker
April 2007 - September 2007 · 5 mos
Intersecurities, INC.
November 2006 - March 2007 · 4 mos
Intersecurities, INC.Broker
November 2006 - March 2007 · 4 mos
Securian Financial Services, INC.
September 2004 - November 2006 · 2 yrs 2 mos
Securian Financial Services, INC.Broker
August 2004 - November 2006 · 2 yrs 3 mos
State Registrations1 state
CO
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.