Duluth, GA Satellite Blvd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

6

Of 10,209 advisors across 5,115 offices

Location

3235 Satellite Blvd Building 400, Suite 300

Duluth GA 30096

Advisors at this office

6

Advisors at this office

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Clark O

Series 66

Duluth, GA

Cetera

Clark Oetting is a financial advisor with Cetera based in Duluth, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Cetera in 2024, he worked at Hitachi Digital Services and spent several years in full-time education. He is also a financial advisor at North Star Resource Group, where he provides securities and financial planning services. Cetera Investment Advisers LLC is a large SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party 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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Phuc L

ChFC®, Series 63, Series 65, Series 66

Duluth, GA

Cetera

Phuc Le is a financial advisor with Cetera who holds the ChFC® designation and several securities licenses, bringing 38 years of industry experience. He has worked at firms including The Prudential Insurance Company of America and Securian Financial Services. In addition to his advisory role, he is the owner of Providential Legacy Group LLC, where he manages and develops financial professionals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and 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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Eleanor P

Series 63, Series 66

Duluth, GA

Cetera

Eleanor Pascual is a financial advisor at Cetera with four years of industry experience. She has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, Providential Legacy Group, and Pruco Securities, LLC, and spent over two decades at State Farm Mutual Automobile Insurance Company. Outside of her advisory role, she serves on the boards of the Philippine American Chamber of Commerce of Georgia and Makabayan Georgia, Inc., focusing on community outreach and affairs, and is involved with the WWAAC Alliance Foundation, a nonprofit supporting Asian American communities. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio strategies, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

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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Raheem K

Series 65, Series 63

Duluth, GA

Cetera

Raheem Karim is a financial advisor with Cetera in Duluth, GA, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked at Primerica Financial Services and Foundation Investment Group LLC before joining Cetera. Outside of his advisory work, he serves as treasurer and grant writer for Keep Kids Education Entertainment Program Inc. and owns Track 7 Media LLC, a graphic and web design business, as well as Music Life Social LLC, a podcast. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm operates a multi-manager platform with various program structures and discretionary options, managing over $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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Ramsha K

Series 66

Duluth, GA

Cetera

Ramsha Khan is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones, Bank of America, Merrill, and JPMorgan Chase & Co. Outside of financial advising, she owns a music production business and is active as a social media influencer focused on marketing, fashion, and art. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party 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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Ha D

Series 63, Series 66

Duluth, GA

Cetera

Ha Do is a financial professional with seven years of industry experience, currently associated with Cetera. He holds Series 63 and Series 66 credentials and has worked previously at firms including Wells Fargo and Securian Financial Services. Outside of his advisory role, Ha Do serves as an elected board member of the Georgia Vietnamese American Chamber of Commerce and volunteers with BPSOS, a nonprofit assisting Vietnamese families with tax filing. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized 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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