RR
CFP
RR
CFP

Ronald Rasband

17 Years of Experience
Maitland, FL
1 DisclosureBrokerSells Insurance

Ronald Rasband is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Maitland, FL, with 17 years of industry experience. Ronald 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

1750 N Maitland Ave, Maitland, FL, 32751

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History

Regulatory History (1)
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Customer Dispute
January 2012
Denied
Other Business ActivitiesSells Insurance

Ronald is an independent contractor or agent/broker for multiple insurance companies, including Aetna, AFLAC, Blue Cross Blue Shield, and Humana, selling fixed insurance products. He also serves on the advisory board for LDS Philanthropies and as chapter president for the BYU Alumni Association, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
July 2009 - August 2023 · 14 yrs 1 mo
Securian Financial Services, INC.
September 2008 - July 2009 · 10 mos
Securian Financial Services, INC.Broker
June 2008 - August 2023 · 15 yrs 2 mos
State Registrations10 states
ALCAFLGAMNMTOKTNTXUT
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.