LB
LB

Lauren Berlean

2 Years of Experience
Laveen, AZ
Broker

Lauren Berlean is a registered investment advisor at Cetera Investment Advisers LLC, based in Laveen, AZ, with 2 years of industry experience. Lauren 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

Laveen, AZ

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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 Activities

Lauren is an advisory representative of an RIA since March 2024. This activity is investment-related and takes nearly full-time, with a significant portion dedicated to trading.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 7 mos
Cetera Wealth Services, LLCBroker
October 2025 - Present · 7 mos
Cetera Wealth Services, LLC
October 2025 - Present · 7 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2024 - October 2025 · 1 yr 7 mos
Cambridge Investment Research, INC.Broker
March 2024 - October 2025 · 1 yr 7 mos
State Registrations1 state
AZ
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.
Lauren Berlean - Financial Advisor | TrueAdvisor