Michael George Latimer

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

• 09/2013 → 06/2017
  Florida Educators Insurance,Llc (A Horace Mann Company)
  Wesley Chapel, FL
• 06/2015 → 06/2017
  Horace Mann Investors, Inc.
  Wesley Chapel, FL
• 06/2017 → 02/2023
  Jp Morgan Chase Bank
  Tampa, FL
• 06/2017 → 02/2023
  J.P. Morgan Securities Llc
  Tampa, FL
• 02/2023 → 02/2024
  All Seasons Wealth
  Tampa, FL
• 02/2023 → 02/2024
  Raymond James Financial Services, Inc.
  Tampa, FL
• 06/2023 → 02/2024
  Raymond James Financial Services Advisors, Inc
  Tampa, FL
• 05/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 05/2024 → Present
  Cetera Investment Advisers Llc
  Palm Harbor, FL
• 05/2024 → Present
  Achieva Credit Union
  Palm Harbor, FL

Previous Registrations

• 2023-06-21 → 2024-02-20
  Raymond James Financial Services Advisors, Inc
  Tampa, FL

Other Businesses

1.) CO-OWNER OF STERLING INNOVATIONS, LLC; E-COMMERCE SALES; SOURCE PRODUCTS, MANAGING SHIPPING AND INVENTORY; CO-OWNED WITH SPOUSE; 5 HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2023-05-31

Other Names

• Michael Latimer
• Mike Latimer