GM
GM

Grace Macnaught

10 Years of Experience
Chattahoochee Hills, GA
BrokerSells Insurance

Grace Macnaught is a registered investment advisor at Cetera Investment Advisers LLC, based in Chattahoochee Hills, GA, with 10 years of industry experience. Grace 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

Chattahoochee Hills, GA

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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 ActivitiesSells Insurance

Grace is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2018. She also works in financial services through Atlanta Planning Group and The Planning Studio, and owns Planning Studio LLC, an insurance agency.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
August 2018 - Present · 7 yrs 11 mos
Cetera Advisors LLCBroker
August 2018 - Present · 7 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
August 2018 - March 2024 · 5 yrs 7 mos
Invesco Advisers, INC.
October 2017 - August 2018 · 10 mos
Invesco Distributors, INC.Broker
August 2017 - August 2018 · 1 yr
Jackson National Life Distributors LLCBroker
February 2016 - July 2017 · 1 yr 5 mos
State Registrations38 states
AKALARAZCACODCDEFLGAIDILKYLAMAMDMEMIMNMOMSNCNJNVNYOHOKORPASCTNTXUTVAVTVirgin IslandsWAWI
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.
Grace Macnaught - Financial Advisor | TrueAdvisor