San Diego, CA Camino Del Rio S 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
1011 Camino Del Rio S Ste 530
San Diego CA 92108
Advisors at this office
3
Advisors at this office
Thomas B
Series 63, Series 65
San Diego, CA
Cetera
Thomas Boles is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2013. Boles is also the president and owner of United Financial Consultants Inc and Coastal Dragons Rugby Inc, where he serves as a board treasurer. Additionally, he provides tax services as an IRS enrolled agent. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to various portfolio models and custodial relationships.
Michael Z
Series 63, Series 65
San Diego, CA
Cetera
Michael Zeiger is a financial advisor with Cetera based in San Diego, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been affiliated with Cetera and its affiliates since 2015. Outside of advisory work, he is involved as an insurance agent selling fixed insurance products and also prepares taxes part-time. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.
Iain R
CFP®, Series 63, Series 65
San Diego, CA
Cetera
Iain Reilly is a CFP® professional affiliated with Cetera, holding Series 63 and Series 65 licenses, with 34 years of industry experience. He has been with Cetera in various capacities since 2013. Outside of his advisory role, he is involved in tax preparation and research through Telesis Tax and Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides diverse portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, supporting discretionary and non-discretionary account structures.
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