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Lonnie Woodall
17 Years of Experience
Snellville, GA
1 DisclosureBroker
Lonnie Woodall is a registered investment advisor at Cetera Investment Advisers LLC, based in Snellville, GA, with 17 years of industry experience. Lonnie 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
1900 Scenic Highway, Snellville, GA, 30078
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Regulatory History (1)
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Customer Dispute
July 2022Denied
Other Business Activities
Lonnie is a board member of the Boys & Girls Club of Metro Atlanta. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2014 - Present · 11 yrs 11 mos
Cetera Investment Services LLCBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
CUNA Brokerage Services, INC.
November 2012 - June 2014 · 1 yr 7 mos
CUNA Brokerage Services, INC.Broker
November 2012 - June 2014 · 1 yr 7 mos
CUNA Brokerage Services, INC.
January 2009 - June 2012 · 3 yrs 5 mos
CUNA Brokerage Services, INC.Broker
August 2008 - June 2012 · 3 yrs 10 mos
New England SecuritiesBroker
March 2008 - August 2008 · 5 mos
State Registrations14 states
ALCACOFLGAILKYMONCSCTNTXVAWV
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.