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Gordon Rhoads

Investment adviser representative at Cetera Investment Advisers LLC
14 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

14 years in the industry.

  1. Cetera Investment Advisers LLCFeb 2026 to now
  2. Cetera Investment AdvisorsFeb 2026 to now
  3. Cetera Wealth Services, LLCFeb 2026 to now
  4. Wayne BankAug 2024 to now
  5. LPL FinancialAug 2024 to Feb 2026
  6. Planmember Securities CorporationApr 2024 to Aug 2024
  7. Growth Summit Retirement, LLCFeb 2024 to Aug 2024
  8. Edward JonesJul 2022 to Dec 2023
  9. Securities America IncJun 2019 to Jun 2022
  10. The Patriot Financial Group LLCJun 2019 to Jun 2022
  11. Equity Service IncJan 2018 to Jun 2019
  12. National Life GroupJan 2018 to Jun 2019
  13. People's Securities IncNov 2012 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

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

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
6000815
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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