Bert Raglin
Bert Raglin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Corpus Christi, TX, with 20 years of industry experience. Bert 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
Firm Size
IM Fee
Assets Under Management
Location
6500 Spid, Suite 11, Corpus Christi, TX, 78412
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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
Bert owns and operates several tax preparation and accounting businesses, including BWR Tax Service, BWR Financial & Tax Service, and BWR Accounting, Financial & Tax Service, dedicating about half his time to the latter. Bert also sells life insurance, annuities, and Medicare supplement insurance, spending about 10-20% of his time on Medicare sales and minimal time on life insurance and annuity sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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