Patricia Douglas Winsett

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

• 10/1991 → Present
  Express Tax
  Decatur, AL
• 01/2004 → Present
  Winsett Financial Group, Inc.
  Decatur, AL
• 03/2008 → 09/2025
  Avantax Investment Services, Inc.
  Decatur, AL
• 01/2011 → 09/2025
  Avantax Advisory Services
  Decatur, AL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Decatur, AL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-01-03 → 2025-09-05
  Avantax Advisory Services
  Decatur, AL

Other Businesses

1) Allianz Life Insurance 1633 Broadway New York NY 10019 Independent Insurance Agent~Insurance Sales Agent 9/18/2009 4hrs~4hrs Health, Life and Variable Products 2) American General Life P.O. Box 4373 Houston TX 77210 4373 Independent Insurance Agent Insurance Sales Agent 7/20/2012 4hrs~4hrs Sales of Life Insurance related products. 3) Express Tax 2418 Old Multon Rd Decatur AL 35603 Tax Preparation/Accounting Owner/Sole Proprietor 12/11/2009 40hrs~40hrs Manager, EA, Tax Preparer 4) Illinois Mutual 300 SW Adams Peoria IL 61634 Independent Insurance Agent Insurance Sales Agent 6/22/2011 4hrs~4hrs Life, health, and variable products 5) Mass Mutual Life Ins 1295 State Street Springfield MA 01111 Independent Insurance Agent Insurance Sales Agent 4/14/2009 4hrs~4hrs Life, Health and variable products 6) Lincoln Natl Life Ins 350 Church Street Hartford CT 06103 Independent Insurance Agent Insurance Sales Agent 6/14/2011 4hrs~4hrs Life, health and variable products 7) Nationwide Life & Ann 5100 Rings Road Dublin OH 43017 Independent Insurance Agent Insurance Sales Agent 10/23/2008 4hrs~4hrs Life, Health, and variable products 8) Winsett Financial Group, Inc.10971 County Line Road, Suite E Madison AL 35758 Tax Preparation/Accounting President 1/2/2014 0hrs~0hrs Second location for services. 9) Winsett Financial Group, Inc.2418 Old Moulton Rd Decatur AL 35603 Tax Preparation/Accounting President 12/11/2009 10hrs~10hrs Manager & officer 10) GRACE RIVER COMMUNITY CHURCH POSITION: Deacon Board NATURE: Participate in Budget meetings and oversight of the church financial affairs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2020 ADDRESS: 2418 Old Moulton Rd SW, Decatur AL 35603, DESCRIPTION: Attending a quarterly meeting to review financials with other board members. I have no authority for check writing or independent decisions regarding the affairs of the church.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-07
• S63 Uniform Securities Agent State Law Examination
  1998-10-15

Other Names

• Patricia Douglas Winsett
• Patricia Cherylane Douglas