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Rhonda Cano

10 Years of Experience
Whittier, CA
BrokerSells Insurance

Rhonda Cano is a registered investment advisor at Cetera Investment Advisers LLC, based in Whittier, CA, with 10 years of industry experience. Rhonda 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

12809 Philadelphia Street, Whittier, CA, 90601

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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.

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Other Business ActivitiesSells Insurance

Rhonda owns a tax preparation and accounting business since 1989, dedicating full-time hours to it. She is also an agent for Avantax affiliated insurance agencies, selling equity indexed annuities and other insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2017 - September 2025 · 8 yrs 8 mos
Avantax Investment Services, INC.Broker
August 2015 - September 2025 · 10 yrs 1 mo
State Registrations3 states
CACOLA
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.
Rhonda Cano - Financial Advisor | TrueAdvisor