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Audrina Rose Wannamaker

Advisor at Cetera — Mc Cormick, SC

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Mc Cormick, SC 29835

Cetera logo

Cetera

Institution

Total advisors

10,177

Across 5,102 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Audrina Wannamaker is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, she worked for the State of California for 17 years. Outside of her advisory role, she is involved with Roop to Roots, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and access to both affiliated and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Mc Cormick, SC

110 South Main St, 1990

Mc Cormick SC 29835

Advisors at this office

1

Most active in

Georgia · New York · South Carolina

Work history

< 1 year of industry experience

Cetera

2026 - Present • 1 year

Scaumburg, IL

Cetera Wealth Services, LLC

2026 - Present • 1 year

El Segundo, CA

Cetera Wealth Services, LLC

2025 - 2026 • 1 year

El Segundo, CA

Personal Rental Property

2025 - Present • 1 year

Susanville, CA

Wealthspring Financial Partners

2025 - Present • 1 year

McCormick, SC

Roop to Roots

2024 - Present • 2 years

Appling, GA

State of California

2008 - 2025 • 17 years

Susanville, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bradley P

Series 63, Series 65

McCormick, SC

ValMark Advisers, Inc.

Bradley Peterson is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at firms such as New York Life Insurance Company and WealthStone Family Office, LLC. Outside of his advisory work, he serves on the board of directors and various committees of the Savannah Lakes Property Owners Association and works as a program specialist for the South Carolina Department of Parks, Recreation & Tourism. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios with implementation through mutual funds, ETFs, and separate-account managers, alongside proprietary platforms and sub-advisory relationships.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Aaron W

Series 63, Series 65

McCormick, SC

Cetera

Aaron Watson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with several firms, including Avantax and Cambridge Investment Research, and maintains roles in aviation and tax preparation businesses. He jointly owns an aviation company used for recreational and business travel and operates a tax preparation firm that provides services including estate planning. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, operating a multi-manager platform with access to various investment strategies and program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Luke W

Series 63, Series 65

McCormick, SC

Cetera

Luke Watson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His background includes roles at Avantax and Cambridge Investment Research, along with ownership and management positions in multiple aviation-related businesses, including Watson Aviation Flight Management LLC and Watson Aviation Holdings Inc. Outside of finance, he is involved in aviation, providing contract pilot services and managing aircraft operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary management, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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