Paige Renea Phillips
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Arlington Storks & MoreJul 2022 to now
- Cetera Wealth Services, LLCAug 2021 to now
- Coble Cravens Investments and InsuranceAug 2021 to now
- Quest Capital ManagementJun 2018 to Aug 2021
- Quest Capital ManagementMay 2017 to Jul 2017
- StudentAug 2016 to May 2017
- Texas Tech UniversityJan 2016 to May 2018
- Pantego Camp ThurmanMay 2010 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
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
- 6657786
- Firm CRD
- 105644