Lonnie J. Woodall
Professional summary
Lonnie Jacob Woodall, who also goes by L Jacob Woodall, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Snellville, Georgia and CETERA INVESTMENT SERVICES LLC located in Acworth, Georgia.
Lonnie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Lonnie has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lonnie Jacob Woodall's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 17, 2014 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1900 Scenic Highway, Snellville, GA 30078June 12, 2014 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 4590 Morningside Drive, Acworth, GA 30101Office #2: 1900 Scenic Highway, Snellville, GA 30078November 8, 2012 - June 11, 2014
CUNA BROKERAGE SERVICES, INC.
November 2, 2012 - June 11, 2014
CUNA BROKERAGE SERVICES, INC.
January 21, 2009 - June 12, 2012
CUNA BROKERAGE SERVICES, INC.
August 28, 2008 - June 12, 2012
CUNA BROKERAGE SERVICES, INC.
March 12, 2008 - August 25, 2008
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/23/2015)
(9/28/2021)
(9/14/2020)
(6/18/2019)
(6/12/2014)
(6/17/2014)
(9/14/2023)
(1/10/2022)
(12/13/2022)
(4/14/2020)
(9/30/2020)
(2/18/2021)
(4/25/2018)
(1/24/2023)
(10/2/2014)
(4/29/2021)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
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
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