Inhee Carter

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

• 03/2006 → Present
  Family Financial Group
  Whittier, CA
• 03/2006 → 09/2025
  Avantax Investment Services, Inc.
  Mission Viejo, CA
• 09/2008 → 09/2025
  Avantax Advisory Services
  Mission Viejo, CA
• 03/2006 → Present
  Family Financial & Insurance Group
  Mission Viejo, CA
• 04/2006 → 09/2025
  Avantax Insurance Agency, Llc
  Mission Viejo, CA
• 05/2007 → Present
  Health Insurance - United Health Care
  Mission Viejo, CA
• 05/2007 → Present
  Prescription Drug Coverage - Silverscript
  Mission Viejo, CA
• 04/2010 → Present
  Health Insurance - Humana
  Mission Viejo, CA
• 03/2007 → Present
  Health Insurance - Healthnet
  Mission Viejo, CA
• 04/2009 → Present
  Health Insurance - Scan
  Mission Viejo, CA
• 03/2007 → Present
  Health Insurance - Blue Cross/Anthem
  Missio Viejo, CA
• 05/2007 → 10/2020
  Health Insurance - Cal Choice
  Mission Viejo, CA
• 03/2007 → Present
  Health Insurance - Blue Shield
  Mission Viejo, CA
• 11/2019 → Present
  Health Insurance - Me Andrews & Associates Insurance Agency
  Mission Viejo, CA
• 05/2007 → Present
  Health Insurance - Aetna
  Mission Viejo, CA
• 09/2024 → Present
  Medicare Insurance - Ucla Mapd
  Mission Viejo, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mission Viejo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-09-04 → 2025-09-05
  Avantax Advisory Services
  Viejo, CA
  Mission Viejo, CA
  La Habra, CA
  Whittier, CA

Other Businesses

1) Family Financial & Insurance Group~27112 Via Noveno~Mission Viejo~CA~92691~Insurance Agent~Independent Contractor~3/8/2006~50hrs~40hrs~Manage clients, provide proposals, offer assistance and guidance for insurance. I am an independent broker helping individuals and groups with their health, dental, and disability insurance. 2) Health Insurance - Humana~27112 via noveno~Mission Viejo~CA~92691~Insurance Agent~Independent Contractor~4/4/2010~1hrs~0hrs~health insurance/medicare insurance/ prescription drug coverage for individuals 3) Health Insurance - United Health Care~27112 via noveno~Mission Viejo~CA~92691~Insurance Agent~Independent Contractor~5/1/2007~1hrs~0hrs~health insurance/medicare insurance/ prescription drug coverage for individuals 4) Health Insurance - Aetna~27112 via noveno~Mission Viejo~CA~92691~Insurance Agent~Independent Contractor~5/1/2007~1hrs~0hrs~health insurance/medicare insurance for individuals 5) Health Insurance - SCAN~27112 via noveno~Mission Viejo~CA~92691~Insurance Agent~Independent Contractor~4/4/2009~1hrs~0hrs~medicare insurance for individuals 6) Health Insurance - Blue Shield~27112 via noveno~Mission Viejo~CA~92691~Insurance Agent~Independent Contractor~3/17/2007~2hrs~1hrs~health insurance for individuals and small groups 7) Health Insurance - healthnet~27112 via noveno~Mission Viejo~CA~92691~Insurance Agent~Independent Contractor~3/17/2007~1hrs~0hrs~health insurance/medicare insurance/ prescription drug coverage for individuals 8) Health Insurance - Blue Cross/Anthem~27112 via noveno~Missio Viejo~CA~92691~Insurance Agent~Independent Contractor~3/17/2007~1hrs~0hrs~health insurance/medicare insurance for individuals 9) Health Insurance - ME Andrews & Associates Insurance Agency~27112 via noveno~mission viejo~CA~92691~Other~Independent Contractor~11/1/2019~1hrs~0hrs~refer clients seeking health insurance to agency 10) CA DENTAL NETWORK POSITION: Broker / Agent NATURE: Sales of dental insurance to individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 27112 Via Noveno, Mission Viejo CA 92691, DESCRIPTION: Sales of dental insurance to individuals: quote, assist with applications, explain benefits. 11) PRESCRIPTION DRUG COVERAGE - SILVERSCRIPT POSITION: Insurance Sales Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2007 ADDRESS: 27112 via noveno, Mission Viejo CA 92691, United States DESCRIPTION: prescription drug coverage for individuals 12) CIGNA INSURANCE POSITION: medicare broker NATURE: Medicare Insurance Broker - sell medicare insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2023 ADDRESS: 27112 Via Noveno, Mission Viejo CA 92691, United States DESCRIPTION: Sell medicare insurance. customer care. 13) MEDICARE INSURANCE - UCLA MAPD POSITION: Broker NATURE: UCLA Medicare Advantage Plan Insurance Broker INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/18/2024 ADDRESS: 27112 Via Noveno, Mission Viejo CA 92691, United States DESCRIPTION: Insurance broker for medicare advantage plans. Search and sell appropriate insurance plan for medicare eligible clients who seek help.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-05
• S63 Uniform Securities Agent State Law Examination
  2003-02-26

Other Names

• Annie Yoo
• Inhee Yoo
• Sinhee Yoo
• Inhee Yoo
• Inhee Yoo-Carter