Lonnie WoodallCRD 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 10 years of experience in the finance industry.
Berger Wealth Management, LLC
Independent Financial Partners
Pragmatic Financial Strategies, Inc.
|Regions Bank||Douglasville, GA||Jun 2014 - Current||3|
|Cetera Investment Services LLC||St.cloud, MN||Jun 2014 - Current||3|
|Cetera Investment Advisers LLC||Douglasville, GA||Jun 2014 - Current||3|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management7,816MILLIONS
Total Number of Accounts41,288ACCOUNTS
Average Account Value$189,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.