Best Investors Account Sign in

Matthew Charles Webber

Cetera Investment Advisers LLC

Houston, TX

Houston, TX

CRD 4540566

Claim This Profile
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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-10
  • TX RA
    APPROVED
    Since 2023-08-10

Branch Locations

4550 Post Oak Pl Ste 125, Houston, TX 77027 • United States

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Co St Paul MN 06/2002 08/2023
Securian Financial Services, Inc St Paul MN 06/2002 08/2023
Img Financial Group Houston TX 06/2002 Present
Cetera Wealth Services, Llc Houston TX 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
  • 06/2002 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 06/2002 → 08/2023
    Securian Financial Services, Inc
    St Paul, MN
  • 06/2002 → Present
    Img Financial Group
    Houston, TX
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Houston, TX
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2004-09-22 → 2023-08-10
    Securian Financial Services, Inc.
    Houston, TX
    Houston, TX
    St. Paul, MN
Other Businesses

1) NAME OF OTHER BUSINESS: IMG FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2002; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: WESTERN ACADEMY; INVESTMENT RELATED: NO; ADDRESS: 1511 BUTLERCREST ST. HOUSTON, TX 77080; NATURE OF BUSINESS: SCHOOL; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: SERVING ON THE BOARD FOR THE SCHOOL, WORK AS MEMBER OF THE FINANCE COMMITTEE,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-20
S63 Uniform Securities Agent State Law Examination 2002-08-19
  • S65 Uniform Investment Adviser Law Examination
    2004-07-20
  • S63 Uniform Securities Agent State Law Examination
    2002-08-19
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Houston, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor