Victor L. Reames

CETERA INVESTMENT ADVISERS LLC

Arlington, TX

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CRD#: 372041

Professional summary

Victor Leon Reames II, who also goes by Lonnie Reames, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Arlington, Texas and CETERA FINANCIAL SPECIALISTS LLC located in Arlington, Texas.

Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Victor has worked at 10 firms and has passed the Series 63, Series 6TO, SIE, Series 7, Series 22 and V06 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lonnie Reames

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) REAMES FINANCIAL, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, INVESTMENT ADVISER, DBA FOR INVESTMENT AND INSURANCE BUSINESS, 20H/WEEK, 4H/WEEK DURING TRADING HOURS, SINCE 09/1990.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Leon Reames II'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

April 3, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

Arlington, TX

Current

April 3, 2023 - Present

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

ARLINGTON, TX

Past

May 22, 2000 - December 4, 2002

INDEPENDENT ADVISERS GROUP CORP

RIA

CRD#: 106684

SAN ANTONIO, TX

Past

October 1, 1997 - April 14, 2023

OSAIC FS, INC.

RIA

CRD#: 3870

Arlington, TX

Past

October 1, 1997 - April 14, 2023

OSAIC FS, INC.

CRD#: 3870

Arlington, TX

Past

March 14, 1995 - October 1, 1997

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

CRD#: 5178

FORT WAYNE, IN

Past

January 3, 1992 - December 16, 1994

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

January 19, 1990 - December 9, 1991

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

October 25, 1989 - January 2, 1990

LAMARCO, INC.

CRD#: 16919

Past

December 23, 1986 - October 3, 1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

October 20, 1980 - October 3, 1989

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

July 6, 1970 - October 3, 1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

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

Colorado
(4/3/2023)

Connecticut
(4/3/2023)

Texas
(4/3/2023)

IAR

Texas
(4/3/2023)

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

Series 63

Date: 10/31/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 4/3/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 11/29/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

V06

Date: 6/23/1970

Variable Annuities Module 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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Firm Stability Insights

Victor L. Reames

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Leon Reames II's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA FINANCIAL SPECIALISTS LLC

INDEPENDENT ADVISERS GROUP CORP

OSAIC FS, INC.

OSAIC FS, INC.

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

MONY SECURITIES CORPORATION

AMERITAS INVESTMENT COMPANY, LLC

LAMARCO, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/31/1983

Series 6TO

Date: 4/3/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/20/1986

Series 22

Date: 11/29/1983

V06

Date: 6/23/1970

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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