Lisa Michele 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

• 04/2015 → 03/2017
  Unemployed
  Phoenix, AZ
• 03/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2017 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2017 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2017 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 03/2017 → 12/2019
  Girard Securities, Inc.
  San Diego, CA
• 03/2017 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 03/2017 → 11/2017
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-12-10 → 2015-04-17
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Orlando, FL
• 2005-10-31 → 2013-08-23
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ
• 2003-06-05 → 2005-10-31
  Sunamerica Securities, Inc.
  Phoenix, AZ

Other Businesses

1. Name of other business: Executor on Will for Carrie Leal (Grandmother) Investment related: No Address: 702 N. 28th street Nature of business: Would be responsible for executing activities outlined in grandmother's will, such as selling her house and personal belongings and the distribution of funds from sale proceeds. Start date: 1997 Apx number of hours per week: 0 Apx number of hours during trading hours: Minimal Brief description of duties: Executor of will

Exams

• S66 Uniform Combined State Law Examination
  2001-01-11
• S63 Uniform Securities Agent State Law Examination
  1999-06-07

Other Names

• Lisa Michele Nerini
• Lisa Michele Nerini