Cole Trullender is a registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 3 years of industry experience. Cole 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
1919 Gallows Road Ste 600, Vienna, VA, 22182
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
Cole works as a Client Service Associate at Egan, Berger, & Weiner, LLC, a financial services firm, since January 2022. This takes about a quarter of his time, including a significant portion during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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.