Liliana Espinoza Soto

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

• 12/2005 → Present
  Crane & Associates
  Fullerton, CA
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NOTARY, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, PUBLIC NOTARY, START 10/2006, <1HR.WK (TRADING HOURS), NOTARIZATION OF DOCUMENTS; 2. NAME OF OTHER BUSINESS: DBA CRANE & ASSOCIATES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING & INVESTMENTS; START DATE: 12/2005; POSITION/TITLE/RELATIONSHIP: DIRECTOR OF FINANCIAL SERVICES; APX NUMBER OF HOURS PER WEEK: 40 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS. 3. NAME OF OTHER BUSINESS: CRANE ADVISORY LLC DBA CRANE & ASSOCIATES WEALTH MANAGEMENT ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADMIN SUPPORT FOR OUTSIDE RIA ; START DATE: 12/2021 ; POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE SUPPORT ; APX NUMBER OF HOURS PER WEEK: 0-5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0-5 ; BRIEF DESCRIPTION OF DUTIES: ASSISTING CLIENTS WITH DAILY ADMINISTRATIVE TASKS ;

Exams

• S66 Uniform Combined State Law Examination
  2007-07-26

Designations

• Certified Financial Planner

Other Names

• Lily Espinoza
• Liliana Espinoza