Rolando
Villarreal
Cetera Advisors LLC
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About this Advisor
Rolando Villarreal is a financial advisor who works out of League City, Texas with 1 year of relevant experience. Villarreal is an advisor for Cetera Advisors LLC. During their career, the advisor has held roles at Gulf Coast Fcu, Integrity Bank, University Fcu, Hilltop Securities Inc, Cetera Advisors and Burrows Capital Advisors LLC. Villarreal holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Cetera Advisors LLC is a firm operating out of Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 advisors. It administers $21 billion in assets under management between its 90,646 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 294 charitable organizations. Of its 90,646 accounts, 26% are held by high-net-worth clients who have more than $1 million in investable assets. The business has a diverse range 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 charged by financial advisors depend on which services the firm provides the client. Fees charged by Cetera Advisors LLC most 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
Rolando Villarreal Work History
Rolando has been registered as a financial advisor for 1 years.*
Cetera Advisors
Burrows Capital Advisors LLC
Hilltop Securities Inc
University Fcu
Integrity Bank
Gulf Coast Fcu
*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 Rolando Villarreal 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
Orlando, FL
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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