Randall Lee Tepatti

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

• 08/2014 → 09/2025
  Avantax Investment Services, Inc.
  Statesboro, GA
• 08/2014 → 09/2025
  Avantax Advisory Services
  Statesboro, GA
• 08/2014 → 09/2025
  Avantax Insurance Agency, Llc
  Statesboro, GA
• 05/2005 → Present
  Tepatti Financial Llc
  Statesboro, GA
• 11/2016 → 08/2024
  Bulloch Telephone Cooperative
  Statesboro, GA
• 11/2014 → 10/2022
  Acts Investments, Llc
  Morrow, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Statesboro, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-08-27 → 2025-09-05
  Avantax Advisory Services
  Statesboro, GA
  Statesboro, GA
• 2010-11-04 → 2014-09-04
  Next Financial Group, Inc.
  Winona Lake, IN
  Grand Ledge, MI

Other Businesses

1) Tepatti Financial, LLC~4020 Denton Loop~Statesboro~GA~30461~Accounting Services/Tax Preparation~Owner~5/1/2005~10hrs~10hrs~I prepare and file tax returns for approximately 35 individuals and 4 small businesses. I also provide electronic filing duties for another CPA who does not have access to any of my tax clients. He maintains his office in Ohio and does not have access to my office or any of my files, computers or investment client information.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-21
• S63 Uniform Securities Agent State Law Examination
  1994-02-18