Linwood Reynolds

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

• 12/2016 → 01/2017
  United Parcel Service
  Roanoke, VA
• 05/2017 → 02/2021
  Colonial Life
  Lynchburg, VA
• 02/2018 → 02/2021
  Mutual Of Omaha Insurance Company
  Roanoke, VA
• 02/2018 → 02/2021
  Mutual Of Omaha Investor Services
  Roanoke, VA
• 08/2016 → 05/2017
  Full-Time Student
  Lynchburg, VA
• 02/2021 → 03/2022
  Securities America, Inc.
  Fairfax, VA
• 02/2021 → 03/2022
  Securities America Advisors
  Fairfax, VA
• 05/2022 → 04/2024
  Dpl
  Louisville, KY
• 07/2022 → 04/2024
  The Leaders Group Inc
  Littleton, CO
• 04/2024 → 12/2024
  Potomac Fund Management, Inc
  Miami, FL
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → 03/2025
  Unemployed
  Salem, VA
• 04/2025 → Present
  Nfg Brokerage
  Midvale, UT

Previous Registrations

• 2024-04-25 → 2025-01-02
  Potomac
  Salem, VA
  Bethesda, MD
• 2022-07-18 → 2023-12-01
  Tlg Advisors, Inc.
  Summit, NJ
  Louisville, KY
• 2021-02-16 → 2022-03-31
  Securities America Advisors, Inc.
  Fairfax, VA
  Salem, VA
• 2019-09-06 → 2020-10-29
  Mutual Of Omaha Investor Services, Inc.
  Glen Allen, VA
  Roanoke, VA

Other Businesses

1. NAME OF OTHER BUSINESS: NFG BROKERAGE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE WHOLESALE START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: FIELD SALES REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WORK WITH AGENTS WITHIN TERRITORY TO PLACE CLIENTS INTO INSURANCE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-06
• S63 Uniform Securities Agent State Law Examination
  2018-06-25

Other Names

• Linwood Hunter Reynolds