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Michael Latimer

9 Years of Experience
Palm Harbor, FL
Broker

Michael Latimer is a registered investment advisor at Cetera Investment Advisers LLC, based in Palm Harbor, FL, with 9 years of industry experience. Michael 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

33715 Us Highway 19 North, Palm Harbor, FL, 34684

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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

Michael is a co-owner of Sterling Innovations, LLC, an e-commerce business where he sources products and manages shipping and inventory. He spends a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 2 mos
Cetera Investment Services LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2023 - February 2024 · 8 mos
Raymond James Financial Services, INC.Broker
February 2023 - February 2024 · 1 yr
J.P. Morgan Securities LLCBroker
June 2017 - January 2023 · 5 yrs 7 mos
Horace Mann Investors, INC.Broker
November 2015 - June 2017 · 1 yr 7 mos
State Registrations2 states
FLGA
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.