Elizabeth Marguerite Middleton

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

• 08/2017 → 04/2018
  Chappy's Deli
  Auburn, AL
• 08/2014 → 05/2018
  Auburn High School
  Auburn, AL
• 05/2018 → 05/2019
  Unemployed
  Auburn, AL
• 05/2019 → 09/2019
  Holy Trinity Episcopal Church
  Auburn, AL
• 08/2018 → 12/2021
  Auburn University
  Auburn, AL
• 05/2021 → 07/2021
  Botanic
  Opelika, AL
• 08/2019 → 12/2021
  Auburn University
  Auburn, AL
• 10/2020 → 08/2022
  Fusion Bar And Grill
  Auburn, AL
• 08/2021 → 08/2022
  Auburn University
  Auburn, AL
• 08/2022 → 08/2024
  Auburn University
  Auburn, AL
• 08/2024 → 11/2025
  Usda Forest Service
  Pineville, LA
• 12/2025 → 02/2026
  Unemployed
  Auburn, AL
• 02/2026 → Present
  Pmg Planning Inc
  Opelika, AL
• 02/2026 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 05/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: PMG PLANNING INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2026 POSITION/TITLE/RELATIONSHIP: ADMIN APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES

Exams

• S66 Uniform Combined State Law Examination
  2026-04-17

Other Names

• Liz Middleton