AS
CFP
AS
CFP
Anthony Shinault
6 Years of Experience
Mount Airy, NC
1 DisclosureBrokerSells Insurance
Anthony Shinault is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mount Airy, NC, with 6 years of industry experience. Anthony 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
190 Virginia St, Mount Airy, NC, 27030
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Regulatory History (1)
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Judgment / Lien
December 2025Other Business ActivitiesSells Insurance
Anthony is a tax preparer, research content provider for fantasy sports, and a financial advisor. He also sells indexed annuities and insurance products through Avantax, and works as a delivery driver for Walmart.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Investment Services, INC.Broker
May 2023 - September 2025 · 2 yrs 4 mos
Avantax Advisory Services
May 2023 - September 2025 · 2 yrs 4 mos
Geneos Wealth Management, INC.
July 2019 - June 2023 · 3 yrs 11 mos
Geneos Wealth Management, INC.Broker
April 2019 - June 2023 · 4 yrs 2 mos
State Registrations9 states
FLGAMONCNMOHSCTXVA
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.