Glenda Richardson Lossett

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

• 05/2015 → Present
  Hancock/Whitney Bank
  Baton Rouge, LA
• 08/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2022 → Present
  Cetera Investment Advisers Llc
  Baton Roughe, LA
• 05/2015 → 08/2022
  Hancock Investment Services, Inc.
  Baton Rouge, LA

Previous Registrations

• 2020-01-03 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Baton Rouge, LA
  New Orleans, LA

Other Businesses

1. 100% OWNER OF MCJ VENTRESS, LLC; RENTAL HOME 2. POWER OF ATTORNEY FOR MOTHER (PEGGY C RICHARDSON);

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-29
• S63 Uniform Securities Agent State Law Examination
  2013-08-15

Other Names

• Glenda Lee Richardson
• Glenda Lee Lossett