Vijay Kumar

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

• 07/1986 → Present
  Kumar Financial Services
  Anaheim Hills, CA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Anaheim, CA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-07-22 → 2021-06-09
  Voya Financial Advisors, Inc.
  San Diego, CA
  Anaheim, CA
  Anaheim, CA
  Los Angeles, CA
  Irvine, CA

Other Businesses

NAME OF ENTITY:Kumar Financial and Insurance Services; Yes; 1047 S TAYLOR CT; ANAHEIM; CA; 92808; DBA; owner; 7/1/1986; 160; 160; DBA for insurance and securities|NAME OF ENTITY:Hindu Society of the Inland Empire; No; 9292 MAGNALA AVE; RIVERSIDE; CA; 92503; religious temple; board of directors; 1/1/1987; 4; 4; serve on the board of directors|NAME OF ENTITY: Independent Insurance Agent; Yes; 1047 S TAYLOR COURT; ANAHEIM; CA; 92808; FIXED INSURANCE SALES; Independent Insurance Agent; 6/2/2009; 112; 112; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Kumar Financial Rental Property; No; 1047 South Taylor Ct; Anaheim Hills; CA; 92808; Qualified plan that owns and operates investment real estate; Trustee; 12/31/1996; 1; 0; Trustee of the Plan|

Designations

• Certified Financial Planner