PH
PH

Parvez Howlader

17 Years of Experience
Lake Elsinore, CA
BrokerSells Insurance

Parvez Howlader is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake Elsinore, CA, with 17 years of industry experience. Parvez 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
Loading...

Location

Lake Elsinore, CA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Parvez works as an independent insurance agent, selling fixed insurance products since 2011. This activity is nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2012 - June 2021 · 9 yrs 5 mos
Voya Financial Advisors, INC.Broker
April 2011 - June 2021 · 10 yrs 2 mos
AXA Advisors, LLCBroker
January 2011 - April 2011 · 3 mos
AXA Advisors, LLC
January 2011 - April 2011 · 3 mos
Edward Jones
August 2008 - November 2010 · 2 yrs 3 mos
Edward JonesBroker
July 2008 - November 2010 · 2 yrs 4 mos
State Registrations3 states
CATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Parvez Howlader - Financial Advisor | TrueAdvisor