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Gregory Gene Eddings

Advisor at Cetera — Marble Falls, TX Avenue G

Updated today

Credentials

Series 63

Experience

30 years

Location

Marble Falls, TX 78654

Cetera logo

Cetera

Institution

Total advisors

10,182

Across 5,096 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Gregory Eddings is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC and Summit Financial Group Inc. Outside of his advisory work, he manages a ranch operation that includes cattle, hunting leases, and telecommunications towers. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

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

Marble Falls, TX Avenue G

701 Avenue G

Marble Falls TX 78654

Advisors at this office

4

Most active in

Texas

Work history

30 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2019 - Present • 7 years

El Segundo, CA

Summit Financial Group Inc

2016 - 2021 • 5 years

Marble Falls, TX

SUmmit Brokerage Services Inc

2016 - 2019 • 3 years

Marble Falls, TX

Wells Fargo Advisors Financial Network LLC

2011 - 2016 • 5 years

Odessa, TX

Wells Fargo Clearing

2008 - 2011 • 3 years

Odessa, TX

A. G. Edwards & Sons, Inc.

2002 - 2008 • 6 years

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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George O

PFS™, Series 63, Series 65

Meadowlakes, TX

Gqo Investment Advisors, Inc.

George Offutt is principal of GQO Investment Advisors, Inc., an independent firm, and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 32 years of experience in the financial industry with a background that includes founding and leading multiple family partnerships and a private 501(c)(3) foundation. Offutt also provides trust and trustee services and operates a CPA practice focusing on tax compliance and reporting. GQO Investment Advisors offers discretionary investment management and financial consultation to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tailored investment process with a preference for globally diversified portfolios and combines long-term and more active strategies, conducting regular account reviews to align with client goals.

Wealth management Cash flow / budgeting
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Robert R

Series 63, Series 66

Horseshoe Bay, TX

Rogers Capital Advisors, LLC

Robert Rogers is a financial advisor at Rogers Capital Advisors, LLC, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rogers Capital Advisors since 2015. Outside of his advisory role, he is a limited partner in several non-investment-related businesses, including an oil field supply company, a bio/pharma development firm, and a concrete company. Rogers Capital Advisors serves individual and high-net-worth clients, as well as a range of institutional clients such as corporate pension plans, charitable organizations, and small businesses. The firm manages assets primarily on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial planning and consulting services.

General estate planning guidance Cash flow / budgeting
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Preston R

Series 63, Series 65

Marble Falls, TX

The Rosamond Financial Group Wealth Management, LLC

Preston Rosamond is a financial advisor with The Rosamond Financial Group Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at his current firm since 2017 and was previously with Summit Financial Group, Inc. and Summit Brokerage Services, Inc. from 2009 to 2018. In addition to advisory work, he manages operating and administrative functions for his family office and provides organizational and financial process advice to businesses through RFG Family Office, LLC. The Rosamond Financial Group serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, and coaching. The firm uses Investment Policy Statements to guide asset allocation and employs both long- and short-term trading strategies with a broad range of investment vehicles.

Wealth management Annuities Real estate investing
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Will R

CFP®, Series 66

Horseshoe Bay, TX

Rogers Capital Advisors, LLC

Will Rogers is a CFP® with 20 years of industry experience and has been with Rogers Capital Advisors, LLC since 2015. The firm is a small advisory practice based in Horseshoe Bay, TX, with two advisors and approximately $3.6 million in assets under management as of year-end 2024. Outside of his advisory role, Rogers holds a license to sell non-variable insurance. Rogers Capital Advisors provides investment management and fee-based financial planning services to individual, high-net-worth, and a range of institutional clients. The firm manages assets primarily on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios.

General estate planning guidance Cash flow / budgeting
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Clinton C

Series 65

Marble Falls, TX

The Rosamond Financial Group Wealth Management, LLC

Clinton Connell is a financial advisor at The Rosamond Financial Group Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Smarter Retirement Solutions and Tucker Asset Management LLC. He was formerly contracted as an independent agent with several life insurance companies but is no longer active in that capacity. The Rosamond Financial Group serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, and coaching. The firm uses Investment Policy Statements to guide diversified investment strategies and incorporates both long- and short-term trading along with charting analysis in its research.

Wealth management Annuities Real estate investing
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Randall S

Series 66

Horseshoe Bay, TX

Dominion Portfolio Management, Inc.

Randall Smith is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with Dominion Portfolio Management since 2011, previously working at Dominion Investor Services, Inc. and currently involved in ranching operations at Circle R Ranch. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management through customized strategies that incorporate fundamental, technical, and economic analysis across a range of asset classes. The firm offers both discretionary and non-discretionary services and is affiliated with Calton & Associates, Inc. and other related entities.

Annuities
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