BP
BP

Brian Gregory Parris

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

6200 Rockside Rd, Cleveland, OH, 44131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is an insurance agent selling life, health, disability, and annuity products, and provides financial services through Vantage Financial Group, Inc., dedicating about a quarter of his time to each. He also refers clients for tax preparation services and works as an advisory representative.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Vantage Financial Group, INC.
April 2017 - Present · 8 yrs 10 mos
Cetera Wealth Services, LLCBroker
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2014 - June 2023 · 8 yrs 7 mos
State Registrations19 states
AKCOCTDEFLGAIDILMAMDMIMONJNYOHOKPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.