Brian G Phipps
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Advisors LLCAug 2024 to now
- Cetera Financial Specialists LLCAug 2024 to now
- Cetera Investment Services LLCAug 2024 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Avantax Advisory ServicesSep 2022 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance Services.Sep 2022 to Sep 2025
- Avantax Investment Services, Inc.Sep 2022 to Sep 2025
- Guardian Life Insurance CoFeb 2015 to May 2022
- Park Avenue Securities LLCFeb 2015 to May 2022
- Phipps PropertiesJan 2014 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2005
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1983206
- Firm CRD
- 105644