Raelene Aldridge (CRD# 4023517) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 22 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2023 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | May 2016 - Current | 7 |
| Cetera Advisors LLC | St Cloud, MN | May 2016 - Current | 7 |
| Cetera Financial Specialists LLC | Schaumburg, IL | May 2016 - Current | 7 |
| First Allied Securities Inc. | San Diego, CA | May 2016 - Sep 2022 | 6 |
| Summit Financial Group | Boca Raton, FL | Aug 2010 - May 2021 | 10 |
| Summit Brokerage Services | Boca Raton, FL | Aug 2010 - Sep 2019 | 9 |
| Vsr Financial Services, Inc. | Overland Park, KS | Jul 2016 - Dec 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- FL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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