John Massar
John Massar is a registered investment advisor at Cetera Investment Advisers LLC, based in Oxnard, CA, with 14 years of industry experience. John 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
1000 Town Center Drive, Suite 200, Oxnard, CA, 93036
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Regulatory History
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
John is an appointed agent for Athene, recommending multi-year guaranteed fixed annuities to clients when it's in their best interest. This requires minimal time for product knowledge, training, and compliance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Sagepoint Financial, INC.Broker
State Registrations19 states
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.