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Alicia Albarran

8 Years of Experience
Waukesha, WI
BrokerSells Insurance

Alicia Albarran is a registered investment advisor at Cetera Investment Advisers LLC, based in Waukesha, WI, with 8 years of industry experience. Alicia 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

151 E St Paul Avenue Waukesha, Waukesha, WI, 53188

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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

Alicia sells fixed insurance products through Waukesha State Bank's insurance agency and makes referrals to Prairie Trust/Waukesha State Bank Wealth Management, dedicating minimal time to these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2021 - Present · 5 yrs
Cetera Investment Services LLCBroker
December 2017 - Present · 8 yrs 5 mos
State Registrations10 states
ALCAFLIAMIPRSDTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.