Ann Reagan is a registered investment advisor, based in Vista,, CA, with 13 years of industry experience.
Location
Vista,, CA
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Regulatory History (1)
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Customer Dispute
February 2026Pending
Other Business ActivitiesSells Insurance
Ann works as an assistant for a CPA firm, a wealth management firm, and Landmark Financial Management, LLC. She also provides support to other agents and advisors at Avantax Insurance Agency, but does not sell insurance herself.
Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
March 2013 - October 2019 · 6 yrs 7 mos
1st Global Capital CORP.Broker
February 2013 - October 2019 · 6 yrs 8 mos
State Registrations2 states
AZCA
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.