Huck Green
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Cetera Investment Advisers LLCOct 2025 to now
- Cetera Wealth Services, LLCOct 2025 to now
- Lumerra WealthOct 2025 to now
- Monequire IncApr 2025 to now
- MML Investors Services, LLCFeb 2021 to Sep 2025
- Lenox AdvisorsJan 2021 to Sep 2025
- Mass Mutual Life Insurance CompanyJan 2021 to Sep 2025
- Equitable Advisors, LLCJan 2020 to Jan 2021
- AXA Advisors LLCJan 2020 to Jun 2020
- A Plus TutoringJul 2019 to May 2020
- Sandia National LaboratoriesJun 2016 to Jun 2019
- University of New MexicoMay 2016 to May 2019
- 365 SpiritMay 2013 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7217415
- Firm CRD
- 105644