Phillip Bracey
Phillip Bracey is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Brea, CA, with 40 years of industry experience. Phillip 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
Firm Size
IM Fee
Assets Under Management
Location
3 Pointe Drive, Ste 201, Brea, CA, 92821
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Regulatory History (1)
Customer Dispute
March 2019Other Business ActivitiesSells Insurance
Phillip sells fixed insurance products (health, annuities, long-term care) as an agent. He also owns a tax service, prepares taxes through Bracey Tax & Investments, Inc., owns rental property, is a church elder, and works as a financial professional and tax preparer for Montage Wealth Advisors.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Columbine Securities, INC.Broker
State Registrations23 states
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