Richard Macak
Richard Macak is a registered investment advisor at Cetera Investment Advisers LLC, based in Orlando, FL, with 14 years of industry experience. Richard 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
1615 Edgewater Drive, Suite 150, Orlando, FL, 32804
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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
Richard is an agent/broker for Aetna Insurance, Omni Payroll Solutions LLC, Omni Financial Services of Lee County, Inc., and Omni Resource Group of SW Florida, LLC, primarily focused on fixed insurance sales and referral agreements. He also participates in continuing education seminars, dedicating about a quarter of his time to Omni Financial Services and minimal time to the other activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Msi Financial Services, INC.Broker
State Registrations10 states
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