Glendale, CA S Glendale Ave Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,115 offices

Location

300 S Glendale Ave

Glendale CA 91205

Advisors at this office

2

Advisors at this office

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Steven L

Series 63, Series 66

Glendale, CA

Cetera

Steven Liang is a financial advisor with Cetera in Glendale, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Cetera and affiliated entities since 2025 and has worked with Cuso Financial Services since 2012. Outside of his advisory role, he is noted as an owner of rental property. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John H

Series 63, Series 66

Glendale, CA

Cetera

John Herrera is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at JP Morgan Chase Bank, Wells Fargo, and CUSO Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services supported by a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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