Lonnie Jacob Woodall

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

• 06/2014 → Present
  Regions Bank
  Douglasville, GA
• 06/2014 → Present
  Cetera Investment Advisers Llc
  Douglasville, GA
• 06/2014 → Present
  Cetera Investment Services Llc
  St.CLoud, MN

Previous Registrations

• 2012-11-08 → 2014-06-11
  Cuna Brokerage Services, Inc.
  Tucker, GA
  Duluth, GA
• 2009-01-21 → 2012-06-12
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Martinsville, VA
  Collinsville, VA

Other Businesses

1.)BOYS & GIRLS CLUB OF METRO ATLANTA. BOARD MEMBER.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-17
• S63 Uniform Securities Agent State Law Examination
  2008-04-14

Other Names

• L Jacob Woodall