Forrest Lee Six

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

• 06/2019 → 09/2020
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2014 → 06/2019
  Evo Entertainment Group
  Kyle, TX
• 08/2012 → 12/2018
  Texas State University
  San Marcos, TX
• 11/2020 → 06/2021
  Voya Financial Advisors, Inc.
  Austin, TX
• 09/2020 → 11/2020
  Unemployed
  Cedar Park, TX
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-12-08 → 2021-06-09
  Voya Financial Advisors, Inc.
  Austin, TX
  Houston, TX
• 2019-12-09 → 2020-10-22
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Westlake, TX
  Westlake, TX

Other Businesses

NAME OF ENTITY:HIMELICK FINANCIAL GROUP; Yes; 7200 N MOPAC EXPY STE 170; AUSTIN; TX; 78738; FINANCIAL SERVICES/DBA; CLIENT SERVICES MANAGER; 11/30/2020; 180; 40; ASSIST WITH FINANCIAL PLANS, REBALANCING, PORTFOLIO ANALYSIS|

Exams

• S66 Uniform Combined State Law Examination
  2019-12-09