Pamela R. Villarreal

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

• 01/2011 → 09/2025
  Avantax Investment Services, Inc.
  Alhambra, CA
• 04/1992 → Present
  Pamela Villarreal Consulting
  Alhambra, CA
• 01/2011 → 09/2025
  Avantax Insurance Agency, Llc
  Alhambra, CA
• 02/2012 → 09/2025
  Avantax Advisory Services
  Alhambra, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Alhambra, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-02-21 → 2025-09-05
  Avantax Advisory Services
  Alhambra, CA
• 2003-10-21 → 2009-02-03
  Wells Fargo Investments, Llc
  Alhambra, CA
  So. Pasadena, CA

Other Businesses

1) Pamela Villarreal & Associates; Non-investment related; 2302 West Grand Ave, Alhambra, CA, 91801; Tax Preparation/Accounting; Owner/Sole Proprietor; 4/1/1992; 160hrs; 120hrs; Tax and business consulting

Exams

• S66 Uniform Combined State Law Examination
  2003-10-20

Designations

• Certified Financial Planner

Other Names

• Pamela R Villarreal