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Angela S

Series 63, Series 65

Huntsville, AL

Cetera

Angela Sanders is a financial advisor with Cetera in Huntsville, Alabama, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at BBVA Securities Inc., Compass Bank, and Allstate Financial. She has been with Cetera since 2020 and concurrently associated with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that provides access to both affiliated and third-party investment strategies.

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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Pierre G

Series 63, Series 66

Huntsville, AL

Cetera

Pierre George is a financial advisor with Cetera in Huntsville, AL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Cetera and its related entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of advisors and provides access to multiple program platforms and third-party money managers.

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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James L

Series 63, Series 66

Huntsville, AL

Cetera

James Lancaster is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. His work history includes positions at Regions Bank and BB&T Bank, alongside his role at Cetera since 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting advisors with a range of program structures and investment options.

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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Kasey S

Series 66

Huntsville, AL

Cetera

Kasey Smith is a financial advisor at Cetera with two years of industry experience. She holds the Series 66 designation and has worked at Regions Bank from 2018 to the present before joining Cetera. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by a network of over 10,000 advisors and overseeing more than $256 billion in assets.

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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