LM
LM

Leah Mead

15 Years of Experience
Dallas, TX
Broker

Leah Mead is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 15 years of industry experience. Leah 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

3200 Olympus Blvd, Suite 100, Dallas, TX, 75019

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Leah provides valet service for trash and recycling. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 11 mos
Cetera Financial Specialists LLC
August 2024 - Present · 1 yr 11 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 11 mos
Cetera Investment Services LLC
August 2024 - Present · 1 yr 11 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 11 mos
Cetera Financial Specialists LLCBroker
August 2024 - Present · 1 yr 11 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 11 mos
Cetera Investment Services LLCBroker
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Avantax Advisory Services
April 2022 - September 2025 · 3 yrs 5 mos
Avantax Investment Services, INC.Broker
December 2021 - September 2025 · 3 yrs 9 mos
National Financial Services LLCBroker
April 2014 - July 2016 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
July 2005 - April 2014 · 8 yrs 9 mos
State Registrations1 state
TX
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.
Leah Mead - Financial Advisor | TrueAdvisor