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Edward Joseph Auriemma

Advisor at Cetera — Ranger, GA

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

47 years

Location

Ranger, GA

Cetera logo

Cetera

Institution

Total advisors

10,182

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Edward Auriemma is a financial advisor with Cetera, holding the ChFC®, Series 63, and Series 65 designations and bringing 47 years of industry experience. His career includes roles at Cetera Wealth Services, Voya Financial Advisors, and Everest Financial Services, which he has been associated with since 1988. Outside of his advisory work, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.

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

Ranger, GA

Ranger GA

Advisors at this office

1

Most active in

Georgia

Work history

47 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2021 - Present • 5 years

El Segundo, CA

Voya Financial Advisors, inc.

2014 - 2021 • 7 years

Pompano Beach, FL

Everest Financial Services

1988 - Present • 38 years

Pompano Beach, FL

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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Adrian L

Series 63, Series 66

Calhoun, GA

Lyles Wealth Management LLC

Adrian Lyles is the principal advisor at Lyles Wealth Management LLC in Calhoun, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to founding his firm in 2018, he worked at Dempsey Lord Smith for four years. He is also the founder of The P.U.L.L. Movement Inc., a nonprofit focused on reducing social inequality and promoting dialogue around cultural inclusion through community engagement and speaking events. Lyles Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm employs both fundamental and technical analysis with a range of investment strategies, including the use of derivatives and options, and combines active trading with written pension consulting and plan monitoring.

Options & derivatives strategies Annuities Real estate investing
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Paul K

Series 63, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Paul Kiker Jr. is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of advising, he is the owner of Kiker Ventures, an S corporation established for tax purposes, and has involvement in insurance sales. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, as well as retirement plan consulting and ERISA fiduciary services. The firm employs mutual funds, ETFs, and selected equities with an investment approach that includes technical analysis, long- and short-term positions, short sales, and options trading, managing accounts on a discretionary basis.

Options & derivatives strategies
user avatar

Robert S

Series 65

Jasper, GA

Kiker Wealth Management, LLC

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual. Outside of advisory work, he has experience in education and management roles spanning several years. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations. The firm emphasizes technical analysis in its stock selection and employs strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Options & derivatives strategies
user avatar

Michael S

CFP®, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Michael Smith is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Kiker Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in fixed insurance sales, including term and whole life policies, although this activity represents less than 1% of his time during securities trading hours. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, using a strategy that emphasizes technical analysis and includes long- and short-term purchases, short sales, and options trading.

Options & derivatives strategies
user avatar

John A

Series 66

Jasper, GA

Kiker Wealth Management, LLC

John Alexander is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Kiker Wealth Management, LLC since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. He is also the president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm employs a stock selection process emphasizing technical analysis and utilizes strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis.

Options & derivatives strategies
user avatar

Jeffrey F

Series 63, Series 65

Elijay, GA

Capital Management Services, Inc.

Jeffrey Fouts is a financial advisor at Capital Management Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has served as managing member of Fouts Law Group, LLC, a law firm, since 2012. Prior to joining Capital Management Services in 2018, he worked at Retirement Planning Specialists, Inc. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using mutual funds, ETFs, and occasional short positions, and manages accounts for other advisers alongside retail clients.

Passive / index investing
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