Desteni L. Lawhorn

ALERA INVESTMENT ADVISORS

Monticello, GA

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CRD#: 6376832

Professional summary

Desteni Lynn Lawhorn, AIF®, who also goes by Desteni Lynn Lawhorn, Desteni L Lawhorn, Desteni Lynn Starin, is a registered financial advisor currently at ALERA INVESTMENT ADVISORS, LLC located in Monticello, Georgia.

Desteni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Desteni has worked at 12 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Desteni Lynn Lawhorn | Desteni L Lawhorn | Desteni Lynn Starin

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.

Serendipity Pines; Co-owner; non-Investment Related; 875 Bailey Road, Monticello, GA 31064; 10 hrs/month;10 hrs during trading hours; Co-owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desteni Lynn Lawhorn'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 15, 2025 - Present

ALERA INVESTMENT ADVISORS, LLC

RIA

CRD#: 287906

Monticello, GA

Past

March 20, 2023 - May 10, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

Braselton, GA

Past

August 19, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

Braselton, GA

Past

August 18, 2021 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

August 18, 2021 - May 10, 2024

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

August 18, 2021 - May 10, 2024

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

August 18, 2021 - May 10, 2024

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

August 18, 2021 - May 10, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

April 30, 2020 - July 30, 2021

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

ATLANTA, GA

Past

April 30, 2020 - July 30, 2021

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

ATLANTA, GA

Past

October 26, 2018 - April 29, 2020

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

PORT RICHEY, FL

Past

October 23, 2018 - April 29, 2020

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

PORT RICHEY, FL

Past

November 7, 2016 - May 17, 2018

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

St. Petersburg, FL

Past

September 11, 2015 - May 17, 2018

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

ST. PETERSBURG, FL

Past

September 29, 2014 - March 10, 2015

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

ST. PETERSBURG, FL

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".

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/15/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/31/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/14/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/29/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/29/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 Approved)

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Contact information

Main Address

Three Parkway North Suite 500, Deerfield, IL 60015-2567

Mailing Address

Phone number

(847) 457-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (5/1/2025)

Regulatory assets under management

Total Number of Accounts	3,097
AUM (Assets Under Management)	$ 3,572,112,624

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

Desteni L. Lawhorn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desteni Lynn Lawhorn's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

FIRST ALLIED SECURITIES, INC.

CETERA INVESTMENT SERVICES LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA ADVISORS LLC

CETERA WEALTH SERVICES, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

Primary Firm SEC Registration

ALERA INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/31/2016

Series 63

Date: 12/14/2015

Series 7TO

Date: 6/29/2020

SIE

Date: 5/17/2018

Series 6

Date: 9/29/2014

Current Firm

ALERA INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALERA INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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