Laurence John Egle

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

• 09/1998 → 09/2025
  Avantax Investment Services, Inc.
  Round Rock, TX
• 04/2006 → 09/2025
  Avantax Advisory Services
  Round Rock, TX
• 09/1998 → 09/2025
  Avantax Insurance Agency, Llc
  Round Rock, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Round Rock, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-04-06 → 2025-09-05
  Avantax Advisory Services
  Round Rock, TX

Other Businesses

Texas Music Museum~'NIR'~1009 E. 11th St~Austin~TX~78702~Other~Director/Officer~12/1/2009~2hrs~1hrs~board member|Eagle Harbor Financial~'NIR'~1490 Rusk Road, Suite 101~Round Rock~TX~78665~Other~Other~8/3/2015~0hrs~0hrs~Operational and or Marketing Name for HD Vest Services|

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-20
• S63 Uniform Securities Agent State Law Examination
  1984-07-09

Designations

• Certified Financial Planner