Keri Lynn Vaught
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCDec 2025 to now
- Cetera Investent Advisors, LLCNov 2025 to now
- Cetera Wealth Services, LLCNov 2025 to now
- Tactical Wealth ManagementNov 2025 to now
- Raymond James Financial Services Advisors Inc.Sep 2025 to Oct 2025
- Raymond James Financial Services Inc.Sep 2025 to Oct 2025
- Van Pearcy's Wealth Services TeamSep 2025 to Oct 2025
- Tactical Wealth ManagementMay 2022 to Sep 2025
- Avantax Advisory ServicesJan 2021 to Sep 2025
- Avantax Insurance Agency, LLCJan 2021 to Sep 2025
- Avantax Investment Services, Inc.Jan 2021 to Sep 2025
- Zahir N. Noormohamed, P.CJan 2021 to Sep 2025
- Edward JonesJan 2019 to Jan 2021
- UnemployedOct 2018 to Dec 2018
- Tropical Smoothie CafeFeb 2018 to Sep 2018
- Wayne Enterprises WorkwearJun 2014 to Jan 2018
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
- 7055179
- Firm CRD
- 105644