Vickie R. Boggio

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

• 07/2013 → Present
  Citizens National Bank
  White Oak, TX
• 07/2013 → Present
  Cetera Investment Services
  St Cloud, MN
• 08/2014 → Present
  Cetera Investment Advisers Llc
  White Oak, TX

Other Businesses

1. LONGVIEW FIREMAN'S RELIEF AND RETIRMENT FUND BOARD OF TRUSTEES, CITIZEN TRUSTEE, HEAR AND DETERMINE ALL APPLICATIONS FOR RETIREMENT ANDCLAIMS FOR DISABILITY AND DESIGNATE BENEFICIARIES AND PARTICIPANTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-12
• S63 Uniform Securities Agent State Law Examination
  2005-09-30

Other Names

• Vickie Renee Pass
• Vickie Renee Rhiddlehoover
• Vickie Renee Smith
• Vickie Rhiddlehoover Boggio
• Vickie R. Smith