Boynton Beach, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
3
Of 10,209 advisors across 5,116 offices
Location
Boynton Beach FL
Advisors at this office
3
Advisors at this office
Lisa R
Series 63, Series 65
Boynton Beach, FL
Cetera
Lisa Reich is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Cetera Investment Advisers LLC since 2023 and concurrently owns LRS Capital Group, Inc., a financial services firm. Reich also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options through affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.
Elizabeth R
Series 63, Series 65
Boynton Beach, FL
Cetera
Elizabeth Rosero is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Cetera since 2007 and previously worked at ADP, Inc. for 10 years. In addition to her advisory role, she operates a tax and accounting practice as a CPA and serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services utilizing multiple program platforms and both affiliated and third-party managers.
Barry B
Series 63, Series 66
Boynton Beach, FL
Cetera
Barry Botfeld is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at multiple Cetera entities since 2018 and prior positions at firms such as Summit Financial Group and Finalis Securities. He is based in Boynton Beach, Florida. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.
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