Lee Wayne Loper

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

• 08/1996 → Present
  Northern Life
  El Paso, TX
• 02/2001 → Present
  The Loper Group
  El Paso, TX
• 09/2014 → 06/2021
  Voya Financial Advisors
  El Paso, TX
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-06-22 → 2021-06-09
  Voya Financial Advisors, Inc.
  Spring, TX
  El Paso, TX
  El Paso, TX
  Norman, OK

Other Businesses

NAME OF ENTITY:Del Sol Church; No; 11501 VISTA DEL SOL; EL PASO; TX; 79936; church governance; Elder; 11/1/2008; 4; 0; review general procedures of church|NAME OF ENTITY:The Loper Group; Yes; 1855 TRAWOOD DR. STE. 106; EL PASO; TX; 79935; FINANCIAL SERVICES/DBA; OWNER; 1/1/2000; 160; 160; SALE OF FIXED INSURANCE AND SEURITIES PRODUCTS.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1855 TRAWOOD DR. STE. 106; EL PASO; TX; 79935; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2000; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-31
• S63 Uniform Securities Agent State Law Examination
  1998-09-14

Other Names

• Lee Loper