Frederick H Waller

Current Employers

Employment History

• 08/1997 → Present
  School District Of Lancaster
  Lancaster, PA
• 05/2004 → Present
  School District Of Lancaster
  Lancaster, PA
• 05/2007 → 09/2025
  Avantax Investment Services, Inc.
  Lancaster, PA
• 03/2012 → 09/2025
  Avantax Insurance Agency, Llc
  Lancaster, PA
• 08/2016 → 12/2021
  Waller Insurance Agency
  Lancaster, PA
• 01/2019 → Present
  Waller Insurance Agency
  Lancaster, PA
• 03/2019 → 11/2021
  Waller Italian Ice
  Lancaster, PA
• 01/2018 → Present
  Lanlord
  Lancaster, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lancaster, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-06-16 → 2025-09-05
  Avantax Advisory Services
  Lancaster, PA
  Lancaster, PA
  Lancaster, PA

Other Businesses

1) Waller Tax and Financial Services 1601 Oregon Pike, Suite 200 Lancaster PA 17601 Tax Preparation/Accounting~1/1/2000~120hrs~120hrs~Tax Preparation Bookkeeping 2) Waller Insurance Agency 1601 Oregon Pike Lancaster PA 17601 Insurance Agent~1/2/2019~15hrs~15hrs I am the agent that offers auto, home, and commercial insurance to potential clients. 3) BRIGHT SIDE OPPORTUNITIES CENTER POSITION: Board of Directors NATURE: I sit on the board and I am the treasurer. It is a non profit organization with youth and health wellness as it's mission. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 515 Hershey Avenue, Lancaster PA 17603, DESCRIPTION: As treasurer, I have to review the reports generated by the accountant and present to the executive team and the board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-08
• S63 Uniform Securities Agent State Law Examination
  2007-06-26

Designations

Other Names

• Fred Waller
• Frederick Henry Waller