Craig Attanasio, financial advisor Orange CA

Craig Attanasio

CRD Number: 2136256
Current Firm: Cetera Investment Advisers LLC

Craig Attanasio (CRD# 2136256) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange, CA and has over 32 years of experience in the finance industry. Craig Attanasio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameriestate Legal Plan, Inc. Orange, CA May 2015 - Current 8
Sound Financial Services Orange, CA Dec 2011 - Current 12
Cetera Financial Specialists LLC Schaumburg, IL Nov 2011 - Current 12
Cetera Investment Advisers LLC Schaumburg, IL Nov 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Craig J. Attanasio
Phone Number: 888-528-2987
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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