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Rene Lucero

Cetera Advisors LLC

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About Rene Lucero

Rene Lucero is a financial professional with over 17 years of experience in the financial services industry. Rene has a strong track record of success in providing financial advice and investment management services to individuals and families. Rene currently holds registrations with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, and Avantax Investment Services, Inc. Rene is a highly qualified and experienced financial advisor, committed to helping clients achieve their financial goals.

Firm Information

Rene Lucero is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Rene Lucero’s Registration & Firm History

TX

08/12/2024 - Present

Cetera Advisors LLC (DALLAS TX)

TX

06/07/2021 - 10/05/2023

ASHFORD SECURITIES LLC (DALLAS TX)

TX

10/25/2019 - 06/02/2021

AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)

TX

02/22/2017 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

TX

02/25/2014 - 07/06/2016

PROVASI CAPITAL PARTNERS LP (DALLAS TX)

TX

06/20/2008 - 05/16/2012

BEHRINGER SECURITIES LP (DALLAS TX)

TX

11/14/2007 - 05/20/2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

AZ

07/21/2003 - 10/25/2007

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 09/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/18/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rene Lucero.
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