Marlon Ernesto Villavicencio

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

• 05/2016 → Present
  Mv Insurance Services, Inc.
  San Leandro, CA
• 04/2010 → Present
  Mcv Enterprises Llc
  San Leandro, CA
• 11/2020 → Present
  Avantax Insurance Agency, Llc
  San Leandro, CA
• 11/2020 → 09/2025
  Avantax Advisory Services
  San Leandro, CA
• 01/2024 → 09/2025
  Avantax Investment Services Inc.
  San Leandro, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-09-26 → 2025-09-08
  Avantax Advisory Services
  San Leandro, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-24

Other Names

• Marlon Ernesto Urbina Prado
• Marlon E Urbina
• Marlon Ernesto Urbina
• Marlon E Urbina Prado
• Marlon Villavicencio