LT
LT

Laith Tikriti

32 Years of Experience
Oakbrook Terrace, IL
4 DisclosuresBrokerSells Insurance

Laith Tikriti is a registered investment advisor at Cetera Investment Advisers LLC, based in Oakbrook Terrace, IL, with 32 years of industry experience. Laith 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
Loading...

Location

1S045 Spring Road, 2H, Oakbrook Terrace, IL, 60181

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2003
Closed-No Action
Customer Dispute
August 2002
Denied
Customer Dispute
May 1999
Settled
Regulatory
June 1997
Final
Other Business ActivitiesSells Insurance

Laith sells annuities and property & casualty insurance as an insurance agent, dedicating minimal time to this activity. He is also the owner of L.T.I.G. Wealth Management, a financial services DBA, spending full-time hours on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
November 2014 - Present · 11 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2014 - June 2023 · 8 yrs 7 mos
Fifth Third Securities, INC.
December 2013 - November 2014 · 11 mos
Fifth Third Securities, INC.Broker
November 2013 - November 2014 · 1 yr
Invest Financial CorporationBroker
July 2010 - November 2013 · 3 yrs 4 mos
Invest Financial Corporation
July 2010 - November 2013 · 3 yrs 4 mos
LPL Financial Corporation
February 2001 - July 2010 · 9 yrs 5 mos
LPL Financial CorporationBroker
February 2001 - July 2010 · 9 yrs 5 mos
Invest Financial CorporationBroker
July 1996 - February 2001 · 4 yrs 7 mos
Citicorp Investment ServicesBroker
August 1995 - June 1996 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1993 - July 1995 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
December 1992 - February 1993 · 2 mos
Ids Life Insurance CompanyBroker
December 1992 - February 1993 · 2 mos
State Registrations5 states
CAFLILKSWI
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.