Alex Gerald Haggerty
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Alex Gerald Haggerty? Claim your profile
Contact this firm
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.
- Haggerty Financial LLCJan 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Trinity Lutheran ChurchJul 2022 to now
- Good Shephard Lutheran ChurchOct 2017 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesMay 2024 to Sep 2025
- Avanatax Advisory ServicesJan 2019 to Sep 2025
- Avantax Investment Services, Inc.May 2018 to Sep 2025
- Susqeuhanna UniversityAug 2015 to Apr 2018
- St. Paul's Lutheran ChurchJun 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6967575
- Firm CRD
- 105644