Lauree Anne Harrison

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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2021 → Present
  Cascade Guided Wealth Llc
  Bellevue, WA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) JUNIOR TORRES, REAL ESTATE AGENT, NOT INVESTMENT RELATED, 3214 W MCGILVRA, SUITE 102, SEATTLE, WA 98199, CONTRACTOR TO ASSIST IN MARKETING/ORGAINIZATION, START 09/01/2014, 3-10 HRS/WK (NON-TRADING HOURS), MARKETING ASSISTANT; (2) NAME OF OTHER BUSINESS: CASCADE GUIDED WEALTH LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: DBA NAME USED WHEN INTERFACING WITH SECURITIES CLIENTS ; (3) NAME OF OTHER BUSINESS: NEILL HARRISON SOLEPROP; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: AIRBNB RENTAL; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2-3; APX NUMBER OF HOURS DURING TRADING HOURS: 2-3; BRIEF DESCRIPTION OF DUTIES: RENTING BASEMENT ADU THROUGH AIRBNB;

Exams

• S66 Uniform Combined State Law Examination
  2012-07-13

Designations

• Certified Financial Planner

Other Names

• Lauree Anne Crane