Zaira Espinoza
Investment adviser representative at Cetera Investment Advisers LLC
9 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
9 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Zeal Transitions, LLCJun 2025 to now
- Zeal Wealth Partners, LLCJun 2025 to now
- Zeal Wealth Management And/or Zeal WealthJun 2025 to Nov 2025
- Avantax Advisory ServicesMar 2025 to Sep 2025
- Avantax Insurance Agency, LLCMar 2025 to Sep 2025
- Avantax Investment Services IncMar 2025 to Sep 2025
- Business FormationSep 2024 to Mar 2025
- Avantax Advisory ServicesMay 2022 to Aug 2024
- Avantax Investment Services IncMay 2022 to Aug 2024
- LPL Financial, LLCMay 2019 to Apr 2022
- Arete Wealth Management LLCJan 2019 to Mar 2019
- Asset Preservation Strategies IncJun 2018 to Apr 2019
- Axxcess Wealth ManagementJun 2018 to Mar 2019
- Ajs Wealth ManagementFeb 2017 to Jun 2018
- Thrivent FinancialFeb 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
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
- 6331036
- Firm CRD
- 105644