PA
CFP
PA
CFP

Philip Albitz

43 Years of Experience
Torrance, CA
Broker

Philip Albitz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Torrance, CA, with 43 years of industry experience. Philip 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

23133 Hawthorne Blvd, Torrance, CA, 90505

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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 Activities

Philip is the president of Albitz/Miloe & Associates, Inc., an advisory business, dedicating about a quarter of his time. He also serves as a director on the board of directors for Sports 4 Mankind, a charitable organization, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Albitz/miloe and Associates, INC.
March 2004 - Present · 22 yrs 2 mos
Cetera Wealth Services, LLCBroker
April 1989 - Present · 37 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
American Pacific Securities CorporationBroker
August 1985 - April 1989 · 3 yrs 8 mos
Universal Heritage Investments CorporationBroker
March 1982 - August 1985 · 3 yrs 5 mos
State Registrations4 states
CAFLMOWA
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.