RV
RV

Rolando Villarreal

7 Years of Experience
Webster, TX
Broker

Rolando Villarreal is a registered investment advisor at Cetera Investment Advisers LLC, based in Webster, TX, with 7 years of industry experience. Rolando 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

224 Sandhill St, Webster, TX, 77598

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rolando is a financial professional at Burrows Capital Advisors LLC, dedicating full-time hours to financial services. He also serves as Managing Director/COO of Burrows Financial Holdings, LLC, a holding company, spending a few hours per week on strategic oversight.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
September 2022 - Present · 4 yrs
Previous Registrations
Cetera Advisors LLC
September 2022 - March 2024 · 1 yr 6 mos
Hilltop Securities INC.
June 2019 - October 2022 · 3 yrs 4 mos
Hilltop Securities INC.Broker
January 2019 - October 2022 · 3 yrs 9 mos
State Registrations1 state
TX
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.