Lester Scott Pyle

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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2020 → Present
  Sageview Advisory Group, Llc
  Irvine, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-11-20 → 2026-08-03
  Creative Planning Institutional Advisors, Llc
  Irvine, CA
  Newport Beach, CA
• 2007-06-06 → 2017-07-12
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 2002-11-14 → 2007-01-05
  U.S. Bancorp Advisors, Llc
  Fullerton, CA
  Los Angeles, CA
• 2002-10-11 → 2002-11-25
  Walnut Street Advisers Inc
  Fullerton, CA

Other Businesses

(1) SAGEVIEW ADVISORY GROUP, RETIREMENT PLAN CONSULTING. (2) FIXED INSURANCE - LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE. (3) CWMG, LLC - DBA- FINANCIAL SERVICES/RETIREMENT PLANNING RETIREMENT PLAN CONSULTANT - FINANCIAL SERVICES OFFERED THROUGH THE BROKER-DEALER. (4) NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: LIFE SETTLEMENT ; START DATE: 07/2021 ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC. ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-01

Designations

• Chartered Financial Consultant

Other Names

• L Scott Pyle