Lonnie Woodall, financial advisor Douglasville GA
93 score

Lonnie Woodall

CRD Number: 5499376
Current Firm: Cetera Investment Advisers LLC

Lonnie Woodall (CRD# 5499376) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Douglasville, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Regions Bank Douglasville, GA Jun 2014 - Current 2
Cetera Investment Advisers LLC Douglasville, GA Jun 2014 - Current 2
Cetera Investment Services LLC St.cloud, MN Jun 2014 - Current 2
Cuna Mutual Group Waverly, IA Oct 2012 - Jun 2014 1
Cuna Brokerage Services, Inc. Waverly, IA Oct 2012 - Jun 2014 1
Advance Auto Roanoke, VA May 2012 - Oct 2012 < 1
Cuna Brokerage Services, Inc. Waverly, IA Aug 2008 - May 2012 3
Cuna Mutual Insurance Society Waverly, IA Aug 2008 - May 2012 3
New England Securities Glen Allen, VA Feb 2008 - Aug 2008 < 1
Woodall's Music Collinsville, VA Aug 2007 - Feb 2008 < 1
Namm Carlsbad, CA Feb 2007 - Aug 2007 < 1
Woodall's Music Collinsville, VA Dec 2006 - Feb 2007 < 1
Roanoke College Salem, VA May 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Lonnie J. Woodall
Phone Number: 888-528-2987
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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