LH
Laura L. Huneycutt
CETERA INVESTMENT ADVISERS LLC
Tulsa, OK 74135
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CRD#: 7217402
LH
Professional summary
Laura Leann Huneycutt, who also goes by Laura L Huneycutt, Laura Leann Tweedy, L L Wagester, Laura Leann Wagester, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tulsa, Oklahoma and CETERA WEALTH SERVICES, LLC located in Tulsa, Oklahoma.
Laura is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Laura has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laura L Huneycutt | Laura Leann Tweedy | L L Wagester | Laura Leann Wagester
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) Villines Wealth Management; Financial Services Coordinator; Prepare documentation for investment client's brokerage and advisory accounts; including applications, transfer of assets, rollover, address and beneficiary changes within and outside Avantax with Direct to Fund accounts.� Maintain Client Relationship Management information, contact clients to schedule meetings, events, etc.� Maintain the integrity of client information in Avantax software, assist with Marketing campaigns and other client relationship issues and changes.��; IR; 80; 01/20/2020; 5800 E Skelly Dr Tulsa OK 74135; schedule client appointmentsprepare documents to open new brokerage and advisory accounts (IRAs, Non-Qualified accounts, Annuities)�Maintain Customer Relationship (CMR) system info of client informationMaintain Customer Info within Avantax systemsWork with Direct Fund companies to maintain accurate client contact informationSupport Financial ProfessionalWork on Marketing/promotional campaignsOpen Mail, Answer PhonesMain Electronic Client Files for our officeOnce licensed, I will be able to provide investment advice. 2) Russell and Laura L Huneycutt; Owner; My husband and I own one Single Family residential property which we lease; NIR; 0; 08/01/2000; 7603 N 127th E Ave Owasso OK 74055; Create annual lease renewal document for signatureCollect RentMaintain PropertyInclude income in personal income tax returns
CRS (Client Relationship Summary) - RIA
Click below to view Laura Leann Huneycutt's 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®
NoneExperience
Current
July 22, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5800 E Skelly Dr Suite 721, Tulsa, OK 74135RIA
CRD#: 105644
Tulsa, OK
Current
July 22, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5800 E. Skelly Dr Suite 721, Tulsa, OK 74135Office #2: 5800 E. Skelly Dr Suite 721, Tulsa, OK 74135BD
CRD#: 13572
Tulsa, OK
Past
February 28, 2022 - September 8, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Tulsa, OK
Past
October 4, 2021 - September 8, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Tulsa, OK
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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.RR
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
RR
Oklahoma(7/22/2025)
IAR
Oklahoma(7/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/4/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Tulsa, OK 74135TRUST BUT VERIFY
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