Katie Lynne Gibbons
Investment adviser representative at Cetera Investment Advisers LLC
15 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
15 years in the industry.
- Cetera Investment Advisers LLCJun 2025 to now
- Cetera Investment Services LLCJun 2025 to now
- Hancock Whitney BankMay 2025 to now
- JPMorgan Chase Bank, NAAug 2024 to May 2025
- JPMorgan Securities LLCAug 2024 to May 2025
- UnemployedJul 2024 to Jul 2024
- Forvis Mazars, LLPAug 2023 to Jun 2024
- Katie Gibbons Consulting-entrepreneurJun 2018 to Aug 2023
- First Horizon Bank Fromerly Iberia BankApr 2017 to May 2018
- Red River BankMay 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7971993
- Firm CRD
- 105644