Phillip Dobbins
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Phillip Dobbins? Claim your profile
Contact this firm
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
11 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Wealth Services, LLCOct 2025 to now
- UnemployedAug 2025 to Oct 2025
- Bethany Huffman CpaAug 2023 to Jul 2025
- EbayMay 2023 to Jul 2025
- Doubletree By HiltonAug 2022 to Aug 2023
- Grace MedicalMay 2022 to Aug 2022
- Mellow MushroomJun 2019 to Aug 2021
- DoordashMay 2018 to Jul 2024
- UnemployedAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8168328
- Firm CRD
- 105644