Michael Lee Escobar
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 LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Retire Guides, LLCNov 2020 to now
- Avantax Advisory ServicesMay 2022 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesMay 2022 to Sep 2025
- Avantax Investment Services, IncMay 2022 to Sep 2025
- Avantax Insurance Agecnyy, LLCMay 2022 to Jul 2022
- Sagepoint Financial, IncMar 2015 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5743023
- Firm CRD
- 105644