GP
GP

Gregory Powell

42 Years of Experience
Baton Rouge, LA
1 DisclosureBroker

Gregory Powell is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 42 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

15015 Jamestown Blvd, Suite 100, Baton Rouge, LA, 70810

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History

Regulatory History (1)
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Customer Dispute
November 2015
Settled
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2025 - Present · 11 mos
Cetera Advisors LLC
June 2025 - Present · 11 mos
Cetera Advisors LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
Avantax Investment Services, INC.Broker
May 2024 - April 2025 · 11 mos
Cetera Investment Advisers LLC
November 2020 - April 2025 · 4 yrs 5 mos
Cetera Investment Services LLCBroker
August 2020 - April 2025 · 4 yrs 8 mos
Cetera Financial Specialists LLCBroker
August 2020 - April 2025 · 4 yrs 8 mos
Cetera Advisor Networks LLCBroker
August 2020 - April 2025 · 4 yrs 8 mos
Cetera Advisors LLCBroker
December 2019 - April 2025 · 5 yrs 4 mos
First Allied Advisory Services, INC.
July 2013 - November 2020 · 7 yrs 4 mos
First Allied Securities, INC.Broker
October 2012 - September 2022 · 9 yrs 11 mos
Ogilvie Security Advisors CORP
June 2006 - October 2012 · 6 yrs 4 mos
Ogilvie Security Advisors CorporationBroker
May 2006 - October 2012 · 6 yrs 5 mos
Waterstone Financial Group, INC.Broker
December 1999 - May 2006 · 6 yrs 5 mos
Heritage Capital Management INC
July 1999 - May 2006 · 6 yrs 10 mos
Resource Development International, LTD.Broker
January 1984 - December 1999 · 15 yrs 11 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.