James Woodall
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Services LLCJan 2026 to now
- Hancock Whitney BankJan 2025 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCMar 2024 to Jan 2026
- Burrows Capital AdvisorsFeb 2024 to Jan 2026
- Avantax Advisory ServicesDec 2022 to Feb 2024
- Avantax Investment Services, Inc.Dec 2022 to Feb 2024
- Origin FinancialOct 2022 to Dec 2022
- Woodall Wealth Management, LLCSep 2021 to Mar 2024
- Hilltop SecuritiesFeb 2021 to Mar 2022
- Momentum Independent Network Inc.Feb 2021 to Mar 2022
- Lake Point Advisory GroupSep 2020 to Nov 2020
- Fidelity Brokerage Services LLCSep 2019 to Sep 2020
- National Financial Services LLCOct 2014 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6413178
- Firm CRD
- 105644