Ronnie Joseph Labarbera

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

• 04/2011 → Present
  R Squared Financial, Llc
  Fresno, CA
• 01/2021 → Present
  Valley Wide Ag Insurance Services, Inc. Dba Valley Premier Insur
  Fresno, CA
• 11/2023 → 09/2025
  Avantax Advisory Services
  Fresno, CA
• 11/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Fresno, CA
• 01/2024 → 09/2025
  Avantax Investment Services, Inc.
  Fresno, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fresno, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-11-28 → 2025-09-05
  Avantax Advisory Services
  Woodland Hills, CA
  Fresno, CA
  Encino, CA
  Dallas, TX
  Fresno, CA
• 2011-06-22 → 2023-12-31
  R Squared Financial, Llc
  Fresno, CA
• 2009-01-13 → 2011-04-25
  Portfolio Advisors, Inc.
  Fresno, CA
• 2005-09-21 → 2009-01-16
  Charles Schwab & Co., Inc.
  Fresno, CA
  Fresno, CA
• 2000-08-11 → 2005-05-19
  Strategic Advisers Llc
  Los Angeles, CA

Other Businesses

1) LRE PARTNERS POSITION: Partner NATURE: LRE is a family partnership with my parents and sister with the intention to buy sell hold real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2015 ADDRESS: 20311 Howard Court, Woodland Hills CA 91364, United States DESCRIPTION: I am known as a active partner. We make decisions on properties to potentially buy, sell, rent, improve and or hold. 2)VALLEY WIDE AG INSURANCE SERVICES, INC. DBA VALLEY PREMIER INSURANCE SERVICES POSITION: Independent Insurance Agent NATURE: Crop Insurance Sales and Service. Commercial General Liability Insurance Sales and Service. Workers Compensation Insurance Sales and Service. Personal Lines, Home and Auto Insurance Sales and Service. Health Insurance Sales and Service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 5151 N. Palm Ave., Ste. 50, Fresno CA 93704, United States DESCRIPTION: I sell and service commercial property and liability insurance. I sell and service workers compensation insurance. I sell and service personal lines, home and auto insurance. I sell and service group health and individual health and insurance. I advise agency agents where to place difficult commercial business lines. 3) R SQUARED FINANCIAL, LLC POSITION: CEO/Manager NATURE: Managing day to day business operations, compliance, bookkeeping, statements, email. Financial planning with new and existing clients. Portfolio reviews with existing clients. Prospecting for new business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 105 SECURITIES TRADING HOURS: 60 START DATE: 04/18/2011 ADDRESS: 6511 N. Blosser Ave, Ste. 50, Fresno CA 93711, United States DESCRIPTION: Founder and Principal of the firm. Activities involve daily operations of a State Registered Advisory Firm. Prospecting new clients. Advice and guidance for investment management clients, and financial planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-27
• S66 Uniform Combined State Law Examination
  2005-09-19

Other Names

• Ron Labarbera