Paulette Bryars Farquhar

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

• 09/2014 → 07/2022
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 07/2022 → 09/2022
  Homemaker
  Birmingham, AL
• 09/2022 → Present
  Southwest Airlines
  Birmingham, AL
• 01/2023 → 02/2025
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 02/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Previous Registrations

• 2023-01-15 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
• 2016-04-11 → 2022-07-15
  Concourse Financial Group Securities, Inc.
  Birmingham, AL

Other Businesses

SOUTHWEST AIRLINES; Non-Investment Related; Birmingham, AL; Other; Flight Attendant; Start Date 09/2022; 40 hours per month with some hours occurring during trading hours; Inflight safety and hospitality related duties. >> HOOVER CITY SCHOOLS; Non-Investment Related; Hoover, AL; Other; Substitute Teacher; Start Date 11/2022; Varied hours (0 to 24) per month with varied hours (0-16) per month occurring during trading hours; Substitute teach on a part-time basis.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-11

Other Names

• Paulette Michelle Bryars