Wade Oliver Howell

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

• 03/2012 → Present
  Rangers Kinston Llc
  Arlington, TX
• 07/2021 → 09/2025
  Avantax Investment Services, Inc
  Atlanta, GA
• 07/2021 → 09/2025
  Avantax Advisory Services
  Atlanta, GA
• 01/2024 → 12/2024
  Legacy Tax And Accounting
  Atlanta, GA
• 03/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Atlanta, GA
• 01/2024 → Present
  Legacy Tax And Accounting
  Atlanta, GA
• 01/2023 → Present
  Legacy Capital Advisor, Llc
  Atlanta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Asheville, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-10-14 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Atlanta, GA
  Asheville, NC

Other Businesses

1) FIXED INDEX ANNUITY POSITION: Sales NATURE: Sell and service Fixed Indexed Annuities, also known as Equity Indexed Annuities or Indexed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 13 SECURITIES TRADING HOURS: 13 START DATE: 06/20/2023 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: provide information on fixed index annuity for suitable clients 2)AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Insurance Agent NATURE: research, review and sell Insurance Products that are suitable for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Explain and sell various insurance products to clients 3) LEGACY TAX AND ACCOUNTING POSITION: Financial Advisor / Agent NATURE: Financial Advising for clients and prospective clients INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2024 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Communicating/meeting with clients calling on prospective clients. Act as Registered Agent under capacity of the Tax firm. 4) LEGACY CAPITAL ADVISOR, LLC POSITION: Financial Advisor NATURE: Financial Advising for clients and prospective clients INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2023 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Communicating/meeting with clients Calling on prospective clients

Exams

• S66 Uniform Combined State Law Examination
  2021-10-13

Other Names

• Wade O Howell