Visa Robison (CRD# 4566179) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Beaumont, TX and has over 21 years of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Saint Cloud, MN | Jun 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Lake Charles, LA | Jun 2023 - Current | < 1 |
| Hancock Whitney Bank | Lake Charles, LA | Jun 2023 - Current | < 1 |
| Raymond James Financial Services Inc. | Victoria, TX | Jun 2022 - Jun 2023 | 1 |
| Raymond James Financial Services Advisors | Victoria, TX | Jun 2022 - Jun 2023 | 1 |
| Prosperity Private | Beaumont, TX | Jun 2022 - Jun 2023 | 1 |
| Pnc Investments | Lumberton, TX | Aug 2021 - Jun 2022 | < 1 |
| Bbva Wealth Solutions Inc. | Beaumont, TX | Apr 2015 - Aug 2021 | 6 |
| Bbva Securities Inc. | Beaumont, TX | May 2013 - Aug 2021 | 8 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Jul 2009 - Aug 2021 | 12 |
| Compass Bank | Birmingham, AL | Jun 2009 - Aug 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- LA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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