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Visa K. Robison

CETERA INVESTMENT ADVISERS
BEAUMONT, TX 77706
CRD#: 4566179
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VR
Visa Kandi RobisonCETERA INVESTMENT ADVISERS

Professional summary

Visa Kandi Robison, who also goes by VIsa Kandi Ratnarajah, Visaladchi Kandi Ratnarajah, Visaladchi Kandi Robison, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Beaumont, Texas and CETERA INVESTMENT SERVICES LLC located in Beaumont, Texas.

Visa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Visa has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Visa Kandi Ratnarajah | Visaladchi Kandi Ratnarajah | Visaladchi Kandi Robison

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Visa Kandi Robison's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 20, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 555 Dowlen Rd, Beaumont, TX 77706Office #2: 3401 Ryan Street, Lake Charles, LA 70605
RIA
CRD#: 105644
BEAUMONT, TX
Current

June 20, 2023 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 555 Dowlen Rd, Beaumont, TX 77706Office #2: 3401 Ryan Street, Lake Charles, LA 70605
BD
CRD#: 15340
BEAUMONT, TX
Past

June 1, 2022 - June 26, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Beaumont, TX
Past

June 1, 2022 - June 26, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Beaumont, TX
Past

August 18, 2021 - June 6, 2022

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
LUMBERTON, TX
Past

August 16, 2021 - June 6, 2022

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
LUMBERTON, TX
Past

April 7, 2015 - August 17, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
BEAUMONT, TX
Past

May 16, 2013 - August 16, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
SILSBEE, TX
Past

July 21, 2009 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BEAUMONT, TX
Past

May 31, 2008 - June 24, 2009

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
BEAUMONT, TX
Past

July 31, 2002 - May 31, 2008

CAPITAL ONE INVESTMENTS, LLC

BD
CRD#: 17526
BEAUMONT, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(9/11/2025)
RR
Louisiana
(6/20/2023)
IAR
Louisiana
(6/30/2023)
RR
Texas
(6/20/2023)
IAR
Texas
(6/20/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/30/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/16/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/22/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/30/2002
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Beaumont, TX 77706

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