Spencer Wayne Macdougall

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

• 11/1984 → Present
  Leivas, Kanouse & Associates
  Riverside, CA
• 01/2008 → 09/2025
  Avantax Investment Services, Inc.
  Riverside, CA
• 06/2011 → 09/2025
  Avantax Advisory Services
  Riverside, CA
• 01/1997 → Present
  Leivas & Associates
  Riverside, CA
• 01/2012 → Present
  Levia Associates
  Riverside, CA
• 03/2012 → 09/2025
  Avantax Insurance Agency, Llc.
  Riverside, CA
• 01/2022 → Present
  H & R Block
  Riverside, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Riverside, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-07-14 → 2025-09-05
  Avantax Advisory Services
  Riverside, CA

Other Businesses

1) Leivas & Associates~'NIR'~6370 Brockton Ave.~Riverside~CA~92506~Tax Preparation/Accounting~Accountant/Bookkeeper~1/1/1997~120hrs~0hrs~Accounting Manager| 2) SOCAL WEALTH ADVISORS POSITION: Advisor NATURE: Comp for advice and product sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2023 ADDRESS: 8340 Allison Ave, La Mesa CA 91942, United States DESCRIPTION: Manage client relationships 3)H & R Block; Tax Preparer/ Bookkeeper; Tax Preparation & Bookkeeping; NIR; 120; 01/03/2022; 6370 Brockton Avenue Ste D Riverside CA 92506; Tax preparation & Bookkeeping

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-05-23

Designations

• Certified Financial Planner