Larry Claxton
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 LLCAug 2026 to now
- Cetera Investment Services LLCAug 2026 to now
- Regions BankAug 2026 to now
- W&s Brokerage Services, IncJul 2024 to Jun 2026
- Western & Southern LifeJul 2024 to Jun 2026
- Valic Financial Advisors, Inc.Nov 2023 to Jul 2024
- Charles Schwab & Co., Inc.Mar 2023 to Oct 2023
- LdcDec 2022 to Feb 2023
- American National Insurance CompanyJan 2018 to Dec 2022
- Alltran FinancialOct 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 7700626
- Firm CRD
- 105644