Huck Green

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

• 05/2016 → 05/2019
  University Of New Mexico
  Albuquerque, NM
• 07/2019 → 05/2020
  A Plus Tutoring
  Studio City, CA
• 06/2016 → 06/2019
  Sandia National Laboratories
  Albuquerque, NM
• 01/2020 → 06/2020
  Axa Advisors Llc
  Los Angeles, CA
• 05/2013 → 03/2025
  365 Spirit
  Albuquerque, NM
• 01/2020 → 01/2021
  Equitable Advisors, Llc
  Los Angeles, CA
• 01/2021 → 09/2025
  Mass Mutual Life Insurance Company
  Los Angeles, CA
• 02/2021 → 09/2025
  Mml Investors Services, Llc
  Los Angeles, CA
• 01/2021 → 09/2025
  Lenox Advisors
  Los Angeles, CA
• 04/2025 → Present
  Monequire Inc
  Concord, CA
• 10/2025 → Present
  Lumerra Wealth
  Concord, CA
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-02-16 → 2025-09-26
  Mml Investors Services, Llc
  Los Angeles, CA
• 2020-06-12 → 2021-01-26
  Equitable Advisors, Llc
  Los Angeles, CA

Other Businesses

1. NAME OF OTHER BUSINESS: MONEQUIRE INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LLC FOR PASS THROUGH INCOME START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: OWNER OF LLC FOR PASS THROUGH 1099 COMPENSATION 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2024 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: LUMERRA WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, INVESTMENT ADVISORY AND SECURITIES CONSULTING. 4. NAME OF OTHER BUSINESS: WEST HOLLYWOOD AQUATICS; INVESTMENT RELATED: NO; ADDRESS: 1301 N BROADWAY SUITE 97024 LOS ANGELES, CA 90012; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: CO-TREASURER ; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FINANCIAL OVERSIGHT, BUDGETING, AND INTERACTION WITH THEIR CURRENT BANKING/ADVISORY RELATIONSHIP;

Exams

• S66 Uniform Combined State Law Examination
  2020-06-09