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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord United Methodist Church | Elberton | GA | 10/2004 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
1. UNITED METHODIST CHURCH, NOT INVESTMENT RELATED, ELBERTON GA, CHURCH, CHOIR DIRECTOR AND PIANIST, BEGAN 10/2004, 10 HOURS/WEEK, NOT DURING BUSINESS HOURS.; FIXED INSURANCE PRODUCTS: LIFE, DISABILITY, ANNUITIES, AND LTC. SAVANNAH RIVER PRODUCTIONS - PERFORMING ARTS GROUP, MANAGING DIRECTOR, 15 HRS PER WEEK.; ALSO PRESIDENT OF SAVANNAH RIVER PRODUCTIONS, INC...A NON-PROFIT THEATRE GROUP IN N/E GEORGIA. BRADFORD AND LEGG WEALTH MANAGEMENT (DBA). NAME OF OTHER BUSINESS: COKESBURY UNITED METHODIST CHURCH INVESTMENT RELATED: NO ADDRESS: 2207 COKESBURY HIGHWAY HARTWELL, GA 30643 NATURE OF BUSINESS: CHOIR DIRECTOR START DATE: 1/1/12 APX NUMBER OF HOURS PER WEEK: 5 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: N/A BRIEF DESCRIPTION OF DUTIES: LEAD MUSIC FOR SUNDAY SERVICES; NAME OF OTHER BUSINESS: LEGG FAMILY INVESTMENTS INVESTMENT RELATED: NO ADDRESS: 170 LAKE FOREST DRIVE, ELBERTON, GA 30635 NATURE OF BUSINESS: RENT BUSINESS OFFICES START DATE: 1/1/12 APX NUMBER OF HOURS PER WEEK: 1 HOUR APX NUMBER OF HOURS DURING TRADING HOURS: N/A BRIEF DESCRIPTION OF DUTIES: MEMBER OF LLC KEEP ALL RECORDS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-04 |
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