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Clint David Muirhead

Cetera Investment Advisers LLC

Ft Worth, TX

Arlington, TX

CRD 5363261

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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 2019-07-17
  • TX RA
    APPROVED
    Since 2019-07-17

Branch Locations

100 Lexington Street Suite 100, Ft Worth, TX 76102 • United States

Arlington, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Advisory Services Llc Fort Worth TX 04/2013 06/2019
Foresters Financial Fort Worth TX 09/2015 04/2017
Children'S Charities Of Fort Worth Fort Worth TX 05/2015 Present
Foresters Financial Services Fort Worth TX 04/2017 06/2019
Aig Houston TX 05/2017 Present
Ceter Investment Services Llc St Cloud MN 06/2019 Present
Cetera Investment Advisers Llc Fort Worth TX 06/2019 Present
  • 04/2013 → 06/2019
    Foresters Advisory Services Llc
    Fort Worth, TX
  • 09/2015 → 04/2017
    Foresters Financial
    Fort Worth, TX
  • 05/2015 → Present
    Children'S Charities Of Fort Worth
    Fort Worth, TX
  • 04/2017 → 06/2019
    Foresters Financial Services
    Fort Worth, TX
  • 05/2017 → Present
    Aig
    Houston, TX
  • 06/2019 → Present
    Ceter Investment Services Llc
    St Cloud, MN
  • 06/2019 → Present
    Fort Worth, TX
Previous Registrations
  • 2013-05-10 → 2019-06-25
    Foresters Advisory Services, Llc
    Fort Worth, TX
Other Businesses

1. CHILDRENS CHARITIES OF FT. WORTH DIRECTOR FOR LOCAL CHARITY EVENTS. 2. OWNER AND MANAGER OF MUIRHEAD, LLC; INVESTMENT PROPERTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-18
S63 Uniform Securities Agent State Law Examination 2007-06-30
  • S65 Uniform Investment Adviser Law Examination
    2013-04-18
  • S63 Uniform Securities Agent State Law Examination
    2007-06-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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