Raelene Marie Aldridge

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 09/2019
  Summit Brokerage Services
  Boca Raton, FL
• 08/2010 → 05/2021
  Summit Financial Group
  Boca Raton, FL
• 05/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2016 → 12/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 05/2016 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 05/2016 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2016 → 09/2022
  First Allied Securities Inc
  San Diego, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-10-29 → 2021-05-20
  Summit Financial Group Inc
  Boca Raton, FL
• 2010-01-01 → 2010-07-12
  Ubs Financial Services Inc.
  Houston, TX
• 2007-11-14 → 2010-01-01
  Ubs International Inc.
  Houston, TX
• 2001-07-16 → 2007-11-15
  Stanford Group Company
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

1. NAME OF OTHER BUSINESS: DOTERRA ESSENTIAL OILS INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: ESSENTIAL OILS START DATE: 03/2018 POSITION/TITLE/RELATIONSHIP: WELLNESS AVDOCATE APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: RECEIVES DISCOUNTS ON ESSENTIAL OILS FOR SALES; 2. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: 6410 FERRIS DR, #13, HOUSTON, TX 77081, NATURE OF BUSINESS: REAL ESTATE, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL PROPERTY;

Exams

• S66 Uniform Combined State Law Examination
  2001-07-13