RM
Raymond J. Medrano
CETERA INVESTMENT ADVISERS LLC
FRESNO, CA 93704
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CRD#: 7949712
RM
Professional summary
Raymond J Medrano, who also goes by Raymond Joseph Medrano, Raymond Medrano, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fresno, California and CETERA WEALTH SERVICES, LLC located in Fresno, California.
Raymond is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Raymond has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Raymond Joseph Medrano | Raymond Medrano
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)RAYMOND MEDRANO; Accountant; provide general bookkeeping, accounting advisory, tax prep, accounting related tutoring services; NIR; HRS 2; HRS 0; 01/01/2017; 9 River Park Place E, Suite 450, Fresno CA 93720; bookkeeping projects, accounting advisory, income tax prep, or tutoring for students 2)RAYMOND MEDRANO PASTORAL MINISTRIES; Pastor;. I coordinate with the church boards, help plan the church service, help conduct the service; NIR; HRS 1; HRS 0; 01/01/2005; 9 River Park Place E, Suite 450, Fresno CA 93720; Coordinate church service. Oversee worship team. Time-keep the service and transition through different elements of the service. 3)ARTISANPIZZAPROJECT; Pizza Influencer; Influencer on Instagram. I talk about, demonstrate, and make pizza, inspired others to create their own tasty pizzas; NIR; HRS 8; HRS 1; 11/01/2022; 9 River Park Place E, Suite 450, Fresno CA 93720; I share recipes, experiences at other pizzerias 4)RAYMOND MEDRANO MENTOR; Mentor; mentor to local university students who are considering going the field of accounting; NIR; HRS 1; HRS 0; 01/01/2016; 9 River Park Place E, Suite 450, Fresno CA 93720; Meet with students interested in accounting profession. 5)VALLEY VALUATIONS POSITION: CPA/CFF, CVA NATURE: specializes in providing Business Valuation services. For client near retirement age who will benefit from a comprehensive valuation of their company, or those in need of a report for gifting or estate tax purposes. INV REL: No NUMBER OF HOURS: 1 SECURITIES TRAD HRS: 1 START DATE: 06/01/2015 ADDRESS: 9 River Park Place E, Suite 450, Fresno CA 93720, United States DESC : I meet with clients to uncover plans for the future of the business or for the client. I value the company based on required valuation standards and present the findings to the client. 6)CAPITAL NOMICS POSITION: CPA/CFF, CVA NATURE: The company specializes in providing Business Valuation services. For client near retirement age who will benefit from a comprehensive valuation of their company, or those in need of a report for gifting or estate tax purposes. INV REL: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 2900 NW Clearwater Drive, Suite 200, Bend OR 97703, United States DESC : I met with clients to uncover plans for the future of the business or for the client. I value the company based on required valuation standards and present the findings to the client. 7) ROESER ACCOUNTANCY CORPORATION POSITION: CPA NATURE: CPA firm specializing in Individual, Corporate, and Partnership taxation. The Company also provides financial statement preparation, general accounting related advice and services. Provides business valuation related services. INV REL : No NUMBER OF HOURS: 155 SECURITIES TRAD HRS: 130 START DATE: 06/01/2015 ADDRESS: 9 River Park Place E, Suite 450, Fresno CA 93720, United States DESC : helping clients understand the value of their companies for the purpose of either selling, gifting, merging, or litigating. I meet with clients to determine their needs, plan the engagement, perform the services, and pitch new ideas that may help the client 8) NAME OF OTHER BUSINESS: LIFE MARK WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 12; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Raymond J Medrano's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5151 N. Palm Ave. Ste. 50, Fresno, CA 93704RIA
CRD#: 105644
FRESNO, CA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9 River Park Place E Suite 450, Fresno, CA 93720BD
CRD#: 13572
FRESNO, CA
Past
January 1, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Fresno, CA
Past
October 30, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
FRESNO, CA
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
California(9/5/2025)
IAR
California(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2024
General Securities Representative ExaminationGeneral 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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 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.
