Liliana Soto
Liliana Soto is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fullerton, CA, with 18 years of industry experience. Liliana 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
801 East Chapman Ave Ste 104, Fullerton, CA, 92831
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Liliana is a public notary since 2006, dedicating minimal time to this activity. She is also the Director of Financial Services for Crane & Associates, spending about a quarter of her time on securities business. Finally, Liliana provides administrative support for Crane Advisory LLC DBA Crane & Associates Wealth Management, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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