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Wayne D. Hurley

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CRD#: 1342375
WH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Wayne David Hurley, who also goes by Wayne D Hurley, was a registered financial professional .

Wayne is a previously registered financial professional and started their career in finance in 1986. Wayne had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wayne D Hurley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 5825 OLD WHEEL RD; LA VERNE; CA; 91750; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/23/2013; 25; 25; SALES FIXED INSURANCE PRODUCTS| 2) NAME OF ENTITY: Solutions Insurance and Financial Services; Yes; 5825 OLD WHEEL RD; LA VERNE; CA; 91750; Sales - Life, health, disability, and long term care; Owner, Agent/broker; 4/2/2012; 80; 80; Owner, agent/broker - direct sales to clients and overall management of agency.| 3) NAME OF ENTITY:WAYNE & KATHRYN HURLEY- RENTAL PROPERTY; No; 8192 CALIFORNIA ST; BUENA PARK; CA; 90621; RENTAL PROPERTY; OWNER; 1/1/2000; 1; 0; PROPERTY MANAGED BY DUNLAP PROPERTY GROUP| 4) NAME OF OTHER BUSINESS: CITY OF LA VERNE - EIFD BOARD; INVESTMENT RELATED: NO; ADDRESS: 3660 D STREET LA VERNE, CA 91750; NATURE OF BUSINESS: BOARD; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2; BRIEF DESCRIPTION OF DUTIES: OVERSEE AND MAKE RECOMMENDATIONS RELATIVE TO FINANCIAL ESPENSES TO BRING LIGHT RAIL SYSTEM IN AND THROUGH THE CITY; 5) NAME OF OTHER BUSINESS: HURLEY PLANNING; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 29, 2023 - November 6, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
LA VERNE, CA
Past

June 9, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
LA VERNE, CA
Past

June 9, 2021 - November 6, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
LA VERNE, CA
Past

April 10, 2012 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
LA VERNE, CA
Past

April 2, 2012 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
LA VERNE, CA
Past

August 9, 2007 - April 4, 2012

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
LA VERNE, CA
Past

September 29, 2005 - April 4, 2012

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
LA VERNE, CA
Past

April 22, 2002 - September 29, 2005

VERITRUST FINANCIAL, LLC

BD
CRD#: 106594
AUSTIN, TX
Past

March 10, 1997 - April 22, 2002

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA
Past

June 22, 1995 - February 28, 1997

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

April 21, 1989 - June 27, 1995

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA
Past

April 13, 1988 - April 22, 1989

FMS SECURITIES, INC.

BD
CRD#: 14356
Past

August 24, 1987 - March 22, 1988

JUDY & ROBINSON SECURITIES, INC

BD
CRD#: 2378
Past

March 19, 1986 - September 11, 1987

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/2/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information


Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
12/13/2024
09/26/2023
11/18/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644

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