Loretta Bills
Loretta Bills is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 10 years of industry experience. Loretta 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
10955 LOWELL AVE STE 900, 910, 920, 100, and 200, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Loretta works as a sales representative for Prosperity Advisors LLC, a financial services firm, dedicating about a quarter of her time. She also refers clients to a CPA through Prosperity Tax Center, LLC and works as a notary public, spending minimal time on each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations1 state
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