Corey L. Webster

CETERA INVESTMENT ADVISERS LLC

Atlanta, GA 30339

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CRD#: 3054013

Professional summary

Corey Lamont Webster is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Atlanta, Georgia and CETERA INVESTMENT SERVICES LLC located in Atlanta, Georgia.

Corey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Corey has worked at 10 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7 and Series 24 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Lamont Webster's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 21, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 2300 Windy Ridge Parkway Suite 150-s, Atlanta, GA 30339

RIA

CRD#: 105644

Atlanta, GA

Current

July 1, 2015 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 2300 Windy Ridge Parkway Suite 150-s, Atlanta, GA 30339

CRD#: 15340

Atlanta, GA

Current

July 1, 2015 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2300 Windy Ridge Parkway Suite 150-s, Atlanta, GA 30339

CRD#: 13572

Atlanta, GA

Current

July 1, 2015 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 2300 Windy Ridge Parkway Suite 150-s, Atlanta, GA 30339

CRD#: 10358

Atlanta, GA

Current

July 1, 2015 - Present

CETERA ADVISORS LLC

Office #1: 2300 Windy Ridge Parkway Suite 150-s, Atlanta, GA 30339

CRD#: 10299

Atlanta, GA

Past

July 13, 2015 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

EL SEGUNDO, CA

Past

October 17, 2014 - June 23, 2015

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ATLANTA, GA

Past

October 16, 2014 - June 23, 2015

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

February 23, 2011 - June 23, 2015

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

February 23, 2011 - June 23, 2015

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

July 20, 2007 - June 23, 2015

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

ATLANTA, GA

Past

April 21, 2006 - June 23, 2015

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

July 12, 2004 - September 27, 2005

TD AMERITRADE, INC.

RIA

CRD#: 7870

ORLANDO, FL

Past

September 9, 2003 - July 9, 2004

TD AMERITRADE, INC.

RIA

CRD#: 7870

ORLANDO, FL

Past

December 3, 1998 - September 27, 2005

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Georgia
(7/1/2015)

IAR

Georgia
(3/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/13/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/21/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/11/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/27/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Corey L. Webster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Lamont Webster's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

CETERA WEALTH SERVICES, LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA ADVISORS LLC

CETERA WEALTH SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/13/2003

Series 63

Date: 11/21/1998

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/11/1998

Series 24

Date: 5/27/2006

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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