Southlake, TX E Southlake Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
2
Of 10,209 advisors across 5,115 offices
Location
1560 E Southlake Blvd, Suite 100
Southlake TX 76092
Advisors at this office
2
Advisors at this office
John W
CFP®, Series 63, Series 66
Southlake, TX
Cetera
John Weller is a CFP® with 30 years of experience in the financial services industry. He is currently with Cetera Wealth Services, LLC and is a member of Weller Capital, LLC, where he provides financial planning and tax planning services. His prior experience includes roles at Fidelity and Avantax firms. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions through a multi-manager platform with over $256 billion in assets under management.
Mark M
ChFC®, Series 66
Southlake, TX
Cetera
Mark Miller is a financial advisor at Cetera with 16 years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Minnesota Life Insurance Company, Securian Financial Services, and CRI Securities. Outside of his advisory work, he serves on the advisory board and as treasurer for Restoration Church in Southlake, TX. Cetera Investment Advisers LLC is a nationwide independent advisor platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and consulting services utilizing multiple program structures and manager options.
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