Lorena Michelle Edwards

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

• 05/2000 → Present
  Sides Financial Strategies
  Columbia, SC
• 02/2001 → Present
  Sides Financial Services
  Columbia, SC
• 02/2001 → Present
  Lorena Edwards-Independent Insurance Agent
  Columbia, SC
• 09/2014 → Present
  Reliastar
  Greenville, SC
• 09/2014 → 06/2021
  Voya Financial Advisors
  Irmo, SC
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2001-04-25 → 2021-06-09
  Voya Financial Advisors, Inc.
  Columbia, SC
  Irmo, SC
  Greenville, SC
  Windsor, CT

Other Businesses

1. NAME OF ENTITY: Sides Financial Strategies; Yes; 201 MINISTRY DR; IRMO; SC; 29063; DBA; Registered Representative; 12/18/2000; 160; 160; DBA for sales of fixed insurance and securities products. 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 201 MINISTRY DR; IRMO; SC; 29063; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/28/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF ENTITY: Financial Principles, Inc.; Yes; 201 MINISTRY DR; IRMO; SC; 29063; DBA; Owner; 1/1/2003; 160; 160; DBA for sale of securities and insurance products. 4. NAME OF ENTITY: Midlands Technical College; No; 201 MINISTRY DR; IRMO; SC; 29063; Education; Instructor; 1/1/2001; 4; 4; Teach class at school 5. NAME OF OTHER BUSINESS: IARFC; INVESTMENT RELATED: NO; ADDRESS: 146 N BREIEL BLVD MIDDLETOWN, OH 45042; NATURE OF BUSINESS: NON PROFIT; START DATE: 08/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY ZOOM MEETINGS TO DISCUSS AWARENESS OF THE CREDENTIALING PROCESS, SUPPORT ONGOING IMPROVEMENTS TO EDUCATIONAL STANDARDS, ENCOURAGE INNOVATION THAT KEEPS THE PROGRAM RELEVANT;

Exams

• S66 Uniform Combined State Law Examination
  2001-02-26

Other Names

• Lorena Michelle Colchin
• Tina Edwards