Brian Carrillo
Investment adviser representative at Cetera Planning Partners
11 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 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 assetsFixed 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
11 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Advisors LLCApr 2025 to now
- Cetera Financial Specialists LLCApr 2025 to now
- Cetera Investment Services LLCApr 2025 to now
- Cetera Wealth Services, LLCApr 2025 to now
- Avantax Planning Partners IncMar 2021 to Sep 2026
- Avantax Advisory ServicesDec 2020 to Sep 2025
- Avantax Investment Services IncDec 2020 to Sep 2025
- UnemployedJun 2020 to Dec 2020
- Bank of America, N.A.May 2018 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Jun 2020
- Charles Schwab & Co., Inc.Jun 2015 to May 2018
- Charles Schwab BnakJun 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 6413241
- Firm CRD
- 129625