Kevin Heath Underwood
Investment adviser representative at Cetera Investment Advisers LLC
22 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
22 years in the industry.
- Badger Sumrall Financial SolutionsSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Badger Sumrall & Co, CpasFeb 2017 to now
- Badger Sumrall & CompanyFeb 2017 to now
- Health InsuranceJan 2008 to now
- Pension Benefit Guaranty CorpJul 2016 to Jul 2017
- Avantax Advisory ServicesJul 2008 to Sep 2025
- Avantax Investment Services, Inc.Jun 2008 to Sep 2025
- Harvest Financial Cpa's, PlcJan 2005 to Sep 2026
- Avantax Insurance Services, LLCMay 2004 to Sep 2025
- Hafrvest Financial Cpa, PlcMay 2004 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 4801121
- Firm CRD
- 105644