Keri Vaught
Keri Vaught is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Midland, TX, with 7 years of industry experience. Keri 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
Firm Size
IM Fee
Assets Under Management
Location
800 W Wall St, Ste D, Midland, TX, 79701
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keri is an agent for Avantax Insurance Agency, LLC, selling various annuity products since 2021, and also works as an Investment Advisor Representative for Tactical Wealth Management, where she sells life insurance, variable insurance, and LTC. Additionally, Keri is a board member for High Sky Children's Ranch, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 states
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