ML
ML
Matthew Loomis
1 Year of Experience
Pascagoula, MS
1 DisclosureBroker
Matthew Loomis is a registered investment advisor at Cetera Investment Advisers LLC, based in Pascagoula, MS, with 1 years of industry experience. Matthew 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
1400 Jackson Ave, Pascagoula, MS, 39567
Get directionsHistory
Regulatory History (1)
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Financial
November 2019Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2026 - Present · 2 mos
Cetera Investment Services LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors
April 2025 - March 2026 · 11 mos
Wells Fargo Clearing Services, LLCBroker
March 2025 - March 2026 · 1 yr
State Registrations1 state
MS
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.