SA
CFP
SA
CFP

Sarah Avila

13 Years of Experience
Vienna, VA
BrokerSells Insurance

Sarah Avila is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 13 years of industry experience. Sarah is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

8391 Old Courthouse Rd Ste 203, Vienna, VA, 22182

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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

Sarah is an insurance agent selling life, disability, annuities, and long-term care insurance since 2016. She also provides financial services through VLP Financial Advisors, dedicating about a quarter of her time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLC
February 2016 - Present · 10 yrs 8 mos
Cetera Wealth Services, LLCBroker
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2016 - June 2023 · 7 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
July 2013 - February 2016 · 2 yrs 7 mos
State Registrations28 states
ALAZCACODCDEFLGAHIIDILMDMEMIMNNCNJNYOHORPASCTXVAVTWAWIWV
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.
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