Raymond J Medrano
Investment adviser representative at Cetera Investment Advisers LLC
21 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
21 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Life Mark WealthJan 2025 to now
- ArtisanpizzaprojectNov 2022 to now
- Capital NomicsJan 2020 to now
- Raymond MedranoJan 2017 to now
- Raymond Medrano MentorJan 2016 to now
- Roeser Accountancy CorporationJun 2015 to now
- Valley ValuationsJun 2015 to now
- Raymond Medrano Pastoral MinistriesJan 2005 to now
- Avantax Advisory ServicesJul 2024 to Sep 2025
- Avantax Investment Services Inc.Jul 2024 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7949712
- Firm CRD
- 105644