Angela Crist Avant

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

• 03/2016 → 09/2016
  Lpl Financial, Llc
  Mandeville, LA
• 03/2016 → 09/2016
  Standard Investment Advisors
  Mandeville, LA
• 09/2016 → Present
  Hancock/Whitney Investment Services, Inc.
  Mandeville, LA
• 09/2016 → Present
  Hancock/Whitney Bank
  Covington, LA
• 08/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2022 → Present
  Cetera Investment Advisers Llc
  Covington, LA

Previous Registrations

• 2016-09-09 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Mandeville, LA
  New Orleans, LA
  Covington, LA
• 2016-03-22 → 2016-09-19
  Lpl Financial Llc
  Mandeville, LA
  Mandeville, LA
  Mandeville, LA
  Houston, TX
• 2015-01-28 → 2016-03-23
  Capital One Advisors, Llc
  Seattle, WA
• 2012-02-17 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-16
• S63 Uniform Securities Agent State Law Examination
  1997-08-06

Other Names

• Angie Crist
• Angela Kay Crist
• Angela Kay Crist