Lisa Michele Villarreal
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisors LLCMar 2017 to now
- Cetera Financial Specialists LLCMar 2017 to now
- Cetera Investment Services LLCMar 2017 to now
- Cetera Wealth Services, LLCMar 2017 to now
- First Allied Securities, Inc.Mar 2017 to Sep 2022
- Girard Securities, Inc.Mar 2017 to Dec 2019
- Summit Brokerage Services, Inc.Mar 2017 to Nov 2017
- UnemployedApr 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3237168
- Firm CRD
- 105644