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Lauren M
Series 66
Birmingham, AL
Cetera
Lauren Millard is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Morgan Stanley and Regions Bank, where she currently serves as a wealth advisor. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party managers.
Anna C
Series 63, Series 65
Birmingham, AL
Cetera
Anna Carroll is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at ProEquities, Inc. from 2016 to 2020. Outside of her advisory role, she manages social media marketing for Taco Casa and serves as a compliance manager for Regions Investment Solutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to various model portfolios and third-party managers.
Jonathan H
Series 66
Birmingham, AL
Cetera
Jonathan Hollingsworth is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Sterne Agee Financial Services Inc. for eight years and is also affiliated with Regions Bank, where he serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including 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 multi-manager platform with access to both affiliated and third-party money managers.
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