VA
CFP
VA
CFP

Vance Albitz

10 Years of Experience
Torrance, CA
Broker

Vance Albitz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Torrance, CA, with 10 years of industry experience. Vance 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

23133 Hawthorne Blvd., Ste 305, Torrance, CA, 90505

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 Activities

Vance is the president and founder of Sports 4 Mankind, a non-profit organization, dedicating a few hours per week. He is also an advisory representative and vice president at Albitz/Miloe & Associates, Inc., an advisory business, taking about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Albitz/miloe and Associates, INC.
February 2017 - Present · 9 yrs 3 mos
Cetera Wealth Services, LLCBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2016 - June 2023 · 7 yrs 1 mo
State Registrations1 state
CA
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.