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Carlon Lani Cagle

Cetera Investment Advisers LLC

Fayetteville, AR

CRD 3134231

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2006-04-21
  • AR RA
    APPROVED
    Since 2006-04-21

Branch Locations

Fayetteville, AR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthwise Financial Services, Inc Fayetteville AR 01/2008 04/2021
Cetera Financial Specialists Llc Schaumburg IL 10/1999 Present
Cetera Investment Advisers Llc Schaumburg IL 12/1999 Present
  • 01/2008 → 04/2021
    Wealthwise Financial Services, Inc
    Fayetteville, AR
  • 10/1999 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 12/1999 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-01-29
  • S66 Uniform Combined State Law Examination
    1999-01-29
Other Names
  • Carlon L Boyster

View on SEC IAPD

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