Lebanon, TN Office
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Cetera
Institution
Firm-wide stats for Cetera
About
Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.
The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.
Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.
Based on Cetera
Expertise
Based on Cetera
Location
1032 W Main St
Lebanon TN 37087
Advisors at this office
4
Advisors at this office
Bedford K
Series 63
Lebanon, TN
Cetera
Bedford Kirkland is a financial advisor with Cetera who holds a Series 63 designation and has 37 years of industry experience. His work history includes roles at LPL Financial and several firms he has founded or managed, such as Kirkland Financial and Kirkland Acquisitions. He serves on the board of the Kirkland Foundation, a community and charitable organization. Cetera Investment Advisers LLC is a large SEC-registered advisor supporting over 10,000 independent advisors nationwide. The firm offers a multi-manager platform with a range of portfolio management and retirement services for individual, corporate, charitable, and institutional clients.
Charles G
Series 63, Series 65
Lebanon, TN
Cetera
Charles Gore II is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 23 years of industry experience, previously working with LPL Financial, LLC from 2003 to 2026. He also operates a business under HTK Wealth Management, LLC and spends a portion of his time involved with HTK Insurance Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement a variety of investment strategies through affiliated and third-party managers, supported by over 10,000 advisors and managing more than $256 billion in assets.
Christopher H
Series 63
Lebanon, TN
Cetera
Christopher Hodges is a financial advisor with Cetera who holds a Series 63 designation and has 33 years of industry experience. He has worked at Cetera and its affiliate firms since 2026 and previously spent 25 years with LPL Financial. Hodges is also involved with HTK Insurance Services, where he offers non-variable insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporations, charitable organizations, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment managers.
Charles W
Series 66
Lebanon, TN
Cetera
Charles Ward is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He has worked in roles at HTK Wealth Management and LPL Financial prior to his current position. Outside of his advisory work, he has been involved with YMCA Camp Seagull for nine years. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and uses a multi-manager platform incorporating both affiliated and third-party investment options.
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