Georin L. Lagrant

CETERA INVESTMENT ADVISERS LLC

ST LOUIS, MO 63110

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CRD#: 5100473

Professional summary

Georin Leander Lagrant, who also goes by Georin La Grant, Georin L Lagrant, Georin Lagrant, Georin Leander Lagrant, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in St Louis, Missouri and CETERA WEALTH SERVICES, LLC located in St. Louis, Missouri.

Georin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Georin has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Georin La Grant | Georin L Lagrant | Georin Lagrant | Georin Leander Lagrant

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 OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2024 POSITION/TITLE/RELATIONSHIP: COMPLIANCE SPECIALIST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: COMPLIANCE RELATED DUTIES 2. NAME OF OTHER BUSINESS: LAGRANT COMPANY LLC INVESTMENT RELATED: NO ADDRESS: CREVE COEUR, MO NATURE OF BUSINESS: FREELANCE PHOTOGRAPHY START DATE: 10/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PHOTOGRAPHY 3. NAME OF OTHER BUSINESS: CIGARSSEURS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETAIL SALES; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SELLING CIGAR THEMED CLOTHING AND ACCESSORIES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Georin Leander Lagrant'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

December 12, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 5700 Oakland Avenue Suite 400, St Louis, MO 63110

RIA

CRD#: 105644

ST LOUIS, MO

Current

December 12, 2024 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 5700 Oakland Avenue Suite 400, St. Louis, MO 63110

CRD#: 13572

St. Louis, MO

Past

March 22, 2021 - April 8, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

O'Fallon, MO

Past

October 15, 2020 - April 8, 2024

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

O'Fallon, MO

Past

July 17, 2017 - August 17, 2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

Past

April 19, 2017 - July 5, 2017

SCOTTRADE, INC.

CRD#: 8206

ST LOUIS, MO

Past

December 11, 2013 - October 2, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 28, 2008 - December 11, 2013

FIRST CLEARING, LLC

CRD#: 17344

ST. LOUIS, MO

Past

June 28, 2006 - October 19, 2006

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

ST LOUIS, MO

Past

April 18, 2006 - June 14, 2006

EDWARD JONES

CRD#: 250

ST LOUIS, MO

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

Missouri
(12/12/2024)

IAR

Missouri
(12/12/2024)

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: 3/19/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/21/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/16/2025

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 9/3/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/31/2014

General Securities Sales Supervisor - Options 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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Advisor Monitoring

Firm Stability Insights

Georin L. Lagrant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Georin Leander Lagrant's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SCOTTRADE, INC.

WELLS FARGO CLEARING SERVICES, LLC

FIRST CLEARING, LLC

WOODBURY FINANCIAL SERVICES, INC.

EDWARD JONES

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2021

Series 63

Date: 4/21/2006

SIE

Date: 10/1/2018

Series 7

Date: 4/17/2006

Series 24

Date: 1/16/2025

Series 10

Date: 9/3/2014

Series 9

Date: 3/31/2014

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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