Brea, CA 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
2
Of 10,209 advisors across 5,115 offices
Location
Brea CA
Advisors at this office
2
Advisors at this office
Antonios L
Series 66
Brea, CA
Cetera
Antonios Lee is a Series 66-licensed financial advisor with 38 years of industry experience. He has worked at Cetera since 2025 and previously was with Avantax Investment Services and Avantax Insurance Agency for a combined 33 years. Outside of his advisory role, he is involved in managing rental real estate through several partnerships. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and unaffiliated third-party managers.
David N
Series 66
Brea, CA
Cetera
David Nguyen is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions at World Financial Group and First City Realty. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse program structures and investment options.
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