Elizabeth
Festejo
Cetera Advisors LLC
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About this Advisor
Elizabeth Festejo is a financial advisor based in Sacramento, California with a total of 9 years of relevant experience. Festejo currently works for Cetera Advisors LLC. Over the course of their career, Festejo has held roles at Liberty Partners Financial Services, LLC, Liberty Partners Capital Management, LLC and Cetera Advisors LLC. Festejo holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in California and Texas. Cetera Advisors LLC is a company based in Englewood, CO. The firm has offices in 692 locations and a total of 1,047 people on staff. It handles $21 billion in assets under management across its 90,646 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 294 charities and foundations. Of its 90,646 client accounts, 26% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Cetera Advisors LLC offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on which services the firm provides the client. However, fee types charged by Cetera Advisors LLC likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Festejo Work History
Elizabeth has been registered as a financial advisor for 9 years.*
Cetera Advisors LLC
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Festejo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Advisors LLC
Westborough, MA
Belmar, NJ
Boca Raton, FL
Missoula, MT
San Diego, CA
Saint Louis, MO
Lake Oswego, OR
Franklin, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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