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RS

Richard Salinas

CETERA INVESTMENT ADVISERS LLC
EDINBURG, TX 78539
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CRD#: 6041179
RS

Professional summary


Richard Salinas is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Edinburg, Texas and CETERA WEALTH SERVICES, LLC located in Edinburg, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Richard has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
1) LRS INVESTMENT SERVICES LLC POSITION: Owner NATURE: LRS Investment Services is the company I set up when I became an Independent Advisor with AVANTAX INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2021 ADDRESS: 1004 Royal Street, Edinburg TX 78539, United States DESCRIPTION: Under LRS Investment services I will assist client with Investment advise. Offer financial products and services under the Avantax platform. 2) LRS PROPERTY RENTAL LLC POSITION: Owner NATURE: Apartment Rentals / Land Lord. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 1004 Royal Street, Edinburg TX 78539, United States DESCRIPTION: Owner of the apartments. I will be renting them and collecting rents on a monthly basis. 3) L/S FINANCIAL ADVISORS LLC POSITION: Owner / Partner NATURE: Sell of investment products offered through Avantax Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 03/20/2025 ADDRESS: 5309 S Mccoll Rd, Edinburg TX 78539, United States DESCRIPTION: Meet with clients. Client phone calls. Determine products based on clients needs and goals.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Salinas'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

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 5309 S Mccoll Rd, Edinburg, TX 78539
RIA
CRD#: 105644
EDINBURG, TX
Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 5309 S Mccoll Rd, Edinburg, TX 78539
BD
CRD#: 13572
Edinburg, TX
Past

September 1, 2021 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
EdinBurg, TX
Past

September 1, 2021 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Edinburg, TX
Past

August 18, 2021 - September 8, 2021

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
RAYMONDVILLE, TX
Past

August 16, 2021 - September 8, 2021

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
RAYMONDVILLE, TX
Past

December 6, 2016 - August 17, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Harlingen, TX
Past

February 10, 2015 - August 16, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
HARLINGEN, TX
Past

October 1, 2012 - January 8, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MCALLEN, TX
Past

May 14, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
MCALLEN, 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
Arizona
(9/5/2025)
RR
California
(9/5/2025)
RR
Colorado
(9/5/2025)
RR
Minnesota
(9/5/2025)
RR
Texas
(9/5/2025)
IAR
Texas
(9/5/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/2/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)


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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
12/13/2024
09/26/2023
11/18/2022

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#: 105644Edinburg, TX 78539

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