Gene Mahanay Woodard

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

• 05/2020 → 04/2021
  Fidelity Investments
  Westlake, TX
• 05/2005 → 05/2020
  Avantax Investment Services(Formerly Hd Vest Financial Services)
  Irving, TX
• 04/2021 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 04/2021 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 08/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dallas, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-04-28 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Pantego, TX
• 2020-07-24 → 2021-03-26
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2016-06-15 → 2020-05-04
  Avantax Advisory Services
  Irving, TX

Other Businesses

1) THE GENE M. WOODARD JR. MEMORIAL SCHOLARSHIP FUND, INC. POSITION: Chairman of the Board of Directors NATURE: The organization is a 501c(3) non-profit entity registered with the Internal Revenue Service. It awards college scholarship funds to Fort Worth ISD students who participate in the fine arts in their respective schools. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2014 ADDRESS: 3208 Green Tee Dr, Apt 202, Pantego TX 76013, United States DESCRIPTION: I primarily preside over board meetings, review/approve fundraising concepts, assist in approving necessary expenditures, approve scholarship award criteria, and review award applications. I also attend on-site fundraising and public relations events for the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-14
• S63 Uniform Securities Agent State Law Examination
  2006-03-06

Other Names

• Gene Mahanay Woodard
• Gene Woodard
• Gene Mahanay Woodard Iii