Rupa Shrestha
Rupa Shrestha is a registered investment advisor at Cetera Investment Advisers LLC, based in Tigard, OR, with 7 years of industry experience. Rupa 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
9900 SW Greenburg Rd #275, Tigard, OR, 97223
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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
Rupa works as a Client Services Manager for Martin Haugh Financial, focusing on new client onboarding, account transfers, and maintenance, dedicating nearly full-time hours. Rupa is also an independent insurance agent selling fixed insurance products, which also takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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