Brett Valderas is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 6 years of industry experience. Brett 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
3200 Olympus Blvd, Ste 100, Dallas, TX, 75019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett works as a real estate agent, assisting realtors with open houses and showings. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Investment Services LLCBroker
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Cabot Lodge Securities LLCBroker
State Registrations53 states
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