Corey Brian Woodhead

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

• 11/2001 → 02/2018
  Invest Financial Corporation
  Falmouth, ME
• 11/2001 → 06/2026
  Gorham Savings Vank
  Falmouth, ME
• 02/2018 → 06/2026
  Lpl Financial Llc
  Scarborough, ME
• 06/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2026 → Present
  Cetera Investment Advisers Llc
  West Falmouth, ME
• 06/2026 → Present
  Maine Community Bank
  West Falmouth, ME

Previous Registrations

• 2018-02-14 → 2026-06-25
  Lpl Financial Llc
  Portland, ME
  Gorham, ME
  Falmouth, ME
  Portland, ME
  Windham, ME
  Scarborough, ME
  East Waterboro, ME
  Windham, ME
  Portland, ME
  Scarborough, ME
  South Portland, ME
  Portland, ME
  Portland, ME
  Yarmouth, ME
  Gorham, ME
  Yarmouth, ME
• 2002-04-10 → 2018-02-14
  Invest Financial Corporation
  Falmouth, ME
  South Portland, ME
  Portland, ME
  Portland, ME
  Windham, ME
  Scarborough, ME
  Falmouth, ME
  Gorham, ME
  East Waterboro, ME
  Standish, ME
  Gorham, ME
  Appleton, WI

Exams

• S66 Uniform Combined State Law Examination
  2001-12-19
• S63 Uniform Securities Agent State Law Examination
  1998-11-30

Designations

• Certified Financial Planner