EA
EA

Erick Avila-Mejia

2 Years of Experience
Orlando, FL
BrokerSells Insurance

Erick Avila-Mejia is a registered investment advisor at Cetera Investment Advisers LLC, based in Orlando, FL, with 2 years of industry experience. Erick 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

1615 Edgewater Drive Suite 150, Orlando, FL, 32804

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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 ActivitiesSells Insurance

Erick sells fixed insurance products with various companies, dedicating about a quarter of his time to this activity. He also performs clerical work for Omni Financial Services and will work as a financial advisor once fully licensed, dedicating about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations6 states
CAFLGAINMISC
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.
Erick Avila-Mejia - Financial Advisor | TrueAdvisor