BP
BP

Brian Parris

11 Years of Experience
BrokerSells Insurance

Brian Parris is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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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.

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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 10 mos
Vantage Financial Group, INC.
April 2017 - Present · 9 yrs
Cetera Wealth Services, LLCBroker
September 2014 - Present · 11 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2014 - June 2023 · 8 yrs 7 mos
State Registrations21 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.