Tony Raygoza
Investment adviser representative at Sovran Advisors, LLC
16 yearsExperience
2 statesRegistered in
$1.9BFirm assets
2 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
Experience
16 years in the industry.
- Sovran Advisors, LLCJul 2025 to now
- Cetera Advisor Networks LLCJul 2025 to now
- LPL Financial LLCNov 2017 to Jul 2025
- Trilogy Capital, IncJan 2016 to Jul 2025
- Trilogy Financial ServicesDec 2010 to Jul 2025
- National Planning CorporationDec 2010 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 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
- 5871157
- Firm CRD
- 329415