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Samuel Latimer

1 Year of Experience
Gainesville, GA
1 DisclosureBroker

Samuel Latimer is a registered investment advisor at Cetera Investment Advisers LLC, based in Gainesville, GA, with 1 years of industry experience. Samuel 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

726 South Enota Drive Suite A, Gainesville, GA, 30503

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History

Regulatory History (1)
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Criminal
March 2000
Final Disposition
Other Business Activities

Samuel is a partner at Rushton, LLC, a full-service accounting firm, spending about a quarter of his time performing audits of local governments. He also works as a referring advisor for Rushton Wealth Management, dedicating a few hours per week to referring clients to their in-house investment advisor.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
December 2024 - September 2025 · 9 mos
Avantax Investment Services, INC.Broker
October 2024 - September 2025 · 11 mos
State Registrations1 state
GA
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.
Samuel Latimer - Financial Advisor | TrueAdvisor