Gene Mahanay Woodard
Investment adviser representative at Cetera Investment Advisers LLC
21 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
21 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Advisors LLCAug 2024 to now
- Cetera Financial Specialists LLCAug 2024 to now
- Cetera Investment Services LLCAug 2024 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Avantax Advisory ServicesApr 2021 to Sep 2025
- Avantax Investment Services, Inc.Apr 2021 to Sep 2025
- Fidelity InvestmentsMay 2020 to Apr 2021
- Avantax Investment Services(formerly Hd Vest Financial Services)May 2005 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4902674
- Firm CRD
- 105644