Luminita Mora is a registered investment advisor at Cetera Investment Advisers LLC, based in Redlands, CA, with 1 years of industry experience. Luminita 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
101 E Redlands Blvd, Ste 207, Redlands, CA, 92373
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
Luminita is the CEO of Dennis G Phillips & Associates Inc since September 2020, where she is involved in tax preparation and supervision. This activity requires more than full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers 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.