Lawrence James Roemer
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
13 years in the industry.
- Cetera Investment Advisers LLCDec 2024 to now
- Cetera Advisors LLCDec 2024 to now
- Infinity Cpa NetworkSep 2018 to now
- Rfs Company LLCJan 2015 to now
- LPL Financial LLCFeb 2018 to Dec 2024
- Invest Financial CorporationJul 2017 to Feb 2018
- Equity Services IncApr 2017 to May 2017
- Signator Investors, Inc.May 2016 to Dec 2016
- Alliance GroupJun 2015 to Sep 2018
- Living Benefits SolutionsJun 2015 to Sep 2018
- National Life GroupSep 2013 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4401905
- Firm CRD
- 105644