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Larry Robert Marietta

Investment adviser representative at Cetera Investment Advisers LLC
24 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Chasing Whitetails, LLCJun 2026 to now
  2. Whitestown Investments, LLCNov 2025 to now
  3. Cetera Investment Advisers LLCSep 2025 to now
  4. Cetera Wealth Services, LLCSep 2025 to now
  5. Marietta Cpas Is a dba of Marietta Financial Services, inc.Oct 2019 to now
  6. Marietta Financial Services, Inc.Mar 2003 to now
  7. Tax Back Corp.Dec 2002 to now
  8. New Augusta Invents, LLCJul 2002 to now
  9. Safeguard Comply, LLCFeb 2024 to Apr 2025
  10. Square Dounuts of Indiana, LLCApr 2012 to Aug 2017
  11. Avantax Advisory ServicesFeb 2006 to Sep 2025
  12. Avantax Investment Services, Inc.Jan 2003 to Sep 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (IN).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2127139
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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