GC
CFP
GC
CFP

Gregory Cater

10 Years of Experience
Magnolia, TX
Broker

Gregory Cater is a CFP-designated registered investment advisor, based in Magnolia, TX, with 10 years of industry experience.

Location

32731 Egypt Lane Ste 202, Magnolia, TX, 77354

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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

Gregory works as a registered sales assistant for Cater Wealth Management, dedicating full-time hours to this role. He also owns a Helium Blockchain Miner hot spot, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
August 2017 - November 2020 · 3 yrs 3 mos
First Allied Securities, INC.Broker
June 2015 - September 2022 · 7 yrs 3 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.