Nathan Dwayne Roberts
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCJul 2026 to now
- Cetera Investment Services LLCJul 2026 to now
- Hancock Whitney BankJul 2026 to now
- LPL Financial LLCMay 2022 to Jun 2026
- Cuna Brokerage Services, IncDec 2019 to May 2022
- Cuna Mutual GroupDec 2019 to May 2022
- Wells Fargo Bank NAApr 2017 to Dec 2019
- Wells Fargo Clearing Services, LLC.Apr 2017 to Dec 2019
- AXA Advisors, LLCSep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 6259190
- Firm CRD
- 105644