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Glenda Lossett

26 Years of Experience
Denham Springs, LA
Broker

Glenda Lossett is a registered investment advisor at Cetera Investment Advisers LLC, based in Denham Springs, LA, with 26 years of industry experience. Glenda 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

525 Florida Ave Sw, Denham Springs, LA, 70726

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Glenda is the 100% owner of MCJ Ventress, LLC, which is a rental home. She also has power of attorney for her mother.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2022 - Present · 4 yrs 1 mo
Cetera Investment Services LLCBroker
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
Hancock Whitney Investment Services INC.
January 2020 - August 2022 · 2 yrs 7 mos
Hancock Whitney Investment Services INC.Broker
May 2015 - August 2022 · 7 yrs 3 mos
Sagepoint Financial, INC.Broker
July 2014 - June 2015 · 11 mos
W&s Brokerage Services, INC.Broker
February 2014 - July 2014 · 5 mos
Metlife Securities INC.Broker
October 2012 - October 2013 · 1 yr
Hancock Investment Services, INC.Broker
March 2012 - October 2012 · 7 mos
Proequities, INC.Broker
October 2006 - February 2012 · 5 yrs 4 mos
Investors Brokerage Services, INC.Broker
February 2006 - July 2006 · 5 mos
Chase Investment Services CORP.Broker
July 2005 - February 2006 · 7 mos
Banc One Securities CorporationBroker
January 1999 - July 2005 · 6 yrs 6 mos
State Registrations5 states
ALFLLAMSTX
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.
Glenda Lossett - Financial Advisor | TrueAdvisor