Mt Pleasant, SC West Coleman Blvd Office

James Carden Jr. is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including PRUCO Securities, The Prudential Insurance Company of America, and Securian Financial Services. Outside of advisory work, he is involved in fixed insurance sales through Carolina Capital Management. Cetera Investment Advisers LLC serves a broad client base including individuals, 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 affiliated and third-party money managers.

Kirk Lax is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and concurrently at Shoemaker Financial since 2016. Outside of his advisory work, he volunteers as a director at Reboot Combat Recovery, where he teaches combat veterans skills to manage combat-related trauma. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm 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 with access to affiliated and third-party managers.

Robert Morrow is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Cetera. He has held roles at Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advisory work, he is involved in fixed insurance sales and owns a vacation rental business through Hits BIH, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers multiple portfolio management options, financial planning, and access to third-party money managers, managing over $256 billion in assets through a variety of program structures.

Wallace Cook II is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services since 2023. Prior to this, he was engaged with Shoemaker Financial from 2015 and held roles at Minnesota Life Insurance Co and Securian Financial Services INC during 2015 to 2023. Outside of advising, he is involved in fixed insurance sales through Shoemaker Financial. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program structures.

James Mc Kenna is a financial advisor with Cetera Wealth Services LLC, holding a Series 66 designation and five years of industry experience. He has worked with several firms, including Minnesota Life Insurance Co and Mass Mutual Life Insurance Company, and is also engaged as a fixed insurance agent with Shoemaker Financial. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.