Elizabeth Ann Wilcox

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

• 09/2004 → 06/2018
  Wilcox Heating & Air
  Barnesville, OH
• 06/2018 → Present
  Wilcox Consulting Service
  Lancaster, OH
• 06/2016 → 12/2021
  Belmont College
  St. Clairsville, OH
• 06/2022 → 01/2024
  Pizza Cottage
  Lancaster, OH
• 10/2021 → 01/2023
  Cetera Advisor Networks
  El Segundo, CA
• 01/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: WILCOX CONSULTING SERVICE; INVESTMENT RELATED: NO; ADDRESS: 1753 WEST WALNUT STREET, LANCASTER, OH 43130; NATURE OF BUSINESS: CONSULTING AND PAYROLL PROCESSING; START DATE: 06/2018; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SETTING UP NEW BUSINESSES AND ESTABLISH ACCOUNTS FOR TRACKING EXPENSES/REVENUES USING QUICKBOOK PROGRAMS. PROCESS PAYROLL, FILE QUARTERLY REPORTS, AND COMPLY NEEDED ANNUAL REPORTS TO BE SUBMITTED TO ACCOUNTANT FOR TAX PREPARATION; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2024; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2023-05-26
• S63 Uniform Securities Agent State Law Examination
  1992-04-03

Other Names

• Elizabeth Ann Berisford
• Beth Berisford