Lake Worth, FL Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,116 offices

Location

Lake Worth FL

Advisors at this office

3

Advisors at this office

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John A

Series 63, Series 65, Series 66

Lake Worth, FL

Cetera

John Adair II is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and 18 years of industry experience. He is the owner of Adair Advisory Group LLC, providing accounting and tax preparation services, and also manages Renewal Counseling Center, an outpatient counseling center. He has served in a non-public arbitrator role with FINRA Dispute Resolution since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, with assets under management exceeding $256 billion.

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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Anthony O

Series 63, Series 65

Lake Worth, FL

Cetera

Anthony Oliveri is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Oliveri has worked with Cetera and its affiliates since 2021 and previously spent seven years at Voya Financial Advisors. Outside of his advisory role, he is owner and president of The Oliveri Agency, Inc., where he recruits and trains new agents, and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services supported by a nationwide network of advisors.

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 M

Series 66

Lake Worth, FL

Cetera

James Mosier Jr. is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 credential and has worked at Cetera and Voya Financial Advisors, among other roles. In addition to his advisory work, he is licensed as a life insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring 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
View complete list of advisors at this office
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