Yvonne Bacio
Yvonne Bacio is a registered investment advisor at Cetera Investment Advisers LLC, based in Rancho Cucamonga, CA, with 4 years of industry experience. Yvonne 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
9620 Center Avenue, Suite 160, Rancho Cucamonga, CA, 91730
Get directionsHistory
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 Activities
Yvonne works as a financial advisor at Burns Financial Services, dedicating about a quarter of her time to client meetings, investing funds, and supporting other advisors. She also works as a marketing coordinator at Burns & Johnston CPAs and Business Advisors LLP, spending nearly full-time hours on marketing, administrative tasks, and client communication; she will also provide investment guidance once licensed.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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.