Brenda S Dozier
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$256.8BFirm assets
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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
13 years in the industry.
- Cetera Investment Advisers LLCMar 2023 to now
- Cetera Wealth Services, LLCSep 2019 to now
- Questar Asset ManagementNov 2013 to now
- Questar Capital CorporationNov 2013 to now
- Summit Financial Group IncJan 2019 to May 2021
- Summit Brokerage Services IncJan 2019 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 5226643
- Firm CRD
- 105644