RM
RM

Raymond Medrano

1 Year of Experience
Fresno, CA
Broker

Raymond Medrano is a registered investment advisor, based in Fresno, CA, with 1 years of industry experience.

Location

9 E River Park Pl East, Suite 450, Fresno, CA, 93720

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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

Raymond works as an accountant, pastor, pizza influencer, and mentor, dedicating minimal time to each. He also provides business valuation services through Valley Valuations and Capital Nomics, and works as a CPA for Roeser Accountancy Corporation, spending minimal time on each of these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2025 - September 2025 · 8 mos
Avantax Investment Services, INC.Broker
October 2024 - September 2025 · 11 mos
State Registrations1 state
CA
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.
Raymond Medrano - Financial Advisor | TrueAdvisor