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Orlando Ferraro

19 Years of Experience
Spokane Valley, WA
BrokerSells Insurance

Orlando Ferraro is a registered investment advisor at Cetera Investment Advisers LLC, based in Spokane Valley, WA, with 19 years of industry experience. Orlando 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

420 N Evergreen Rd, Suite 500, Spokane Valley, WA, 99216

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History

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.

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Other Business ActivitiesSells Insurance

Orlando is the owner and financial advisor for Core Financial Group, a DBA for insurance and financial services, dedicating full-time hours to this role. He also works as an insurance agent selling health insurance with various companies, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
Cetera Advisors LLC
June 2019 - March 2024 · 4 yrs 9 mos
Commonwealth Financial NetworkBroker
March 2014 - June 2019 · 5 yrs 3 mos
Commonwealth Financial Network
March 2014 - June 2019 · 5 yrs 3 mos
Metlife Securities INC.
February 2007 - April 2014 · 7 yrs 2 mos
Metlife Securities INC.Broker
October 2006 - April 2014 · 7 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
October 2006 - July 2007 · 9 mos
State Registrations17 states
AKAZCACOFLHIIAIDILMAMTNCNVORSCTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.