Larry Jay Anderson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1982 → Present
  L.J. Anderson Tax Service
  San Francisco, CA
• 11/1989 → 09/2025
  Avantax Investment Services, Inc.
  Pacifica, CA
• 09/1993 → 09/2025
  Avantax Advisory Services
  Pacifica, CA
• 05/1990 → 09/2025
  Avantax Insurance Agency, Llc
  Pacifica, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  San Francisco, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1993-08-02 → 2025-09-05
  Avantax Advisory Services
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Dallas, TX

Other Businesses

1) LJ Anderson Tax & Financial Service~'NIR'~5010 Gear Blvd~San Francisco~CA~94118~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1981~160hrs~20hrs~client contact| 2) ESTATE OF JERRY NEWMAN POSITION: trustee NATURE: Trustee of deceased office partner Jerry Newman. I became trustee when the original trustee resigned INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2020 ADDRESS: 5010 Geary Blvd., Suite 3, San Francisco CA 94118, United States DESCRIPTION: Review bills to be paid- but currently no activity because there is no know assets- We are still trying to determine having no access to bank account due to no access to back as the bank owner Jerry Newman didn't provide correct title 3) SPECIAL NEEDS TRUST OF DENNIS SEESE POSITION: trustee NATURE: Trustee for my cousin Dennis Seese, special needs trust, became backup trustee after Dennis]s sister Nancy passed away-(previous trustee)Write checks to pay his assisted living care facility INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2021 ADDRESS: 5010 Geary Blvd., Suite 3, San Francisco CA 94118, United States DESCRIPTION: I Write checks to pay his assisted living care facilityVery limited time devoted to this activity? 4) LJ Anderson Tax & Financial Service; Owner/Sole Proprietor; Accounting Services/Tax Preparation; NIR; 20; 01/01/1981; 5010 Gear Blvd San Francisco CA 94118; tax preparation

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-04-26

Designations

• Certified Financial Planner

Other Names

• Larry Jay Anderson