LS
Laqueta A. Shelburne
CETERA INVESTMENT ADVISERS LLC
SAN ANGELO, TX
Some features on this profile are disabled
CRD#: 2662747
LS
Professional summary
Laqueta Ann Shelburne is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in San Angelo, Texas and CETERA WEALTH SERVICES, LLC located in San Angelo, Texas.
Laqueta is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Laqueta has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Blue/Cross Blue/Shield of Texas~NIR~2412 College Hills Blvd, Suite 105~San Angelo~TX~76904~Independent Insurance Agent~Sales Associate/Executive~1/1/2010~5hrs~5hrs~Setting up Small Business & Individual Medical Policies for Clients. 2) Harold W. Shelburne, CPA~NIR~2412 College Hills Blvd., Suite 105~San Angelo~TX~76904~Tax Preparation/Accounting~Partner/General Partner~12/1/1999~60hrs~60hrs~Assist Staff with IRA and tax related information when needed. I do some tax return activity, i.e. filing, in take on information, booking appointments, and general assistance to other staff members during tax season. 3) Shelburne Financial Services~NIR~3177 Executive Drive~San Angelo~TX~76904~Tax Preparation/Accounting~Partner/General Partner~3/16/2016~20hrs~10hrs~Occasional assistance with tax practice, greet client, answer general questions, deliver tax returns, mail out returns to clients, and clean office. 4) Aetna Health Insurance~NIR~960 Jolly Rd. U11E~Blue Bell~PA~19422~Independent Insurance Agent~Insurance Sales Agent~7/1/2007~1hrs~1hrs~health insurance sales 5) United Healthcare~NIR~7440 Woodland Drive~Indianapolis~IN~46278~Insurance Agent~Insurance Sales Agent~9/1/2015~1hrs~1hrs~Health Care insurance for clients. 6) Pan American Benefits Solutions~NIR~601 Poydras Street~New Orleans~LA~70130~Insurance Agent~Other~10/1/2016~2hrs~0hrs~Setting up group Health Insurance Plans for Businesses 7) First Methodist Church~'NIR'~37 East Beauregard Ave.~San Angelo~TX~76903~Other~Other~9/18/2019~30hrs~3hrs~I will lead the class following a video on ways to manage their current debt, and we will work on ways to trim their debt in the 9 weeks we will meet once a week. 30 8) CONCHO VALLEY REPUBLICAN WOMEN POSITION: President NATURE: We organize speakers and activities to help promote the republican party in Tom Green County, Texas. Specifically we work for the republican party in San Angelo, Texas INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2023 ADDRESS: 2525 South Johnson, Suite A, San Angelo TX 76904, United States DESCRIPTION: Beginning 1-1-2023, I will lead this group as the President. I will represent this group as leading their monthly Board meetings and general membership meetings. 9) HUMANA INSURANCE POSITION: Sales Representative NATURE: We assist clients in setting up dental and vision insurance programs for businesses or individuals INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/25/2021 ADDRESS: 3177 Executive Drive, San Angelo TX 76904, United States DESCRIPTION: Presentation, and setup of the dental and vision plans for customers seeking this type of coverage 10) BETA SIGMA PHI POSITION: President NATURE: Elected/Appointed Official INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2022 ADDRESS: 4709 North Bentwood Drive, San Angelo TX 76904, United States DESCRIPTION: I assist the other officers in their positions and lead this group of women in various activities to benefit the less fortunate in our community, such as providing coats to the Head Start Students, provide food items to Senior Citizens and at Christmas we work on getting Meals To The Elderly stocking stuffers, we helped to provide 5 beds for Kids Without Beds in our community. 11)Independent Insurance Agent; ; Independent Insurance Agent; IR; 1; 07/01/2007; 960 Jolly Rd. U11E PA 19422; health insurance sales
CRS (Client Relationship Summary) - RIA
Click below to view Laqueta Ann Shelburne's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
SAN ANGELO, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3177 Executive Drive, San Angelo, TX 76904BD
CRD#: 13572
San Angelo, TX
Past
October 1, 1999 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
San Angelo, TX
Past
August 14, 1996 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
San Angelo, TX
Past
October 23, 1995 - August 16, 1996
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(9/18/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Georgia(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Maryland(9/5/2025)
RR
Missouri(9/5/2025)
RR
New Mexico(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Oklahoma(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Wisconsin(9/5/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 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.
