VB
VB

Virgil Biggs

38 Years of Experience
Sarnac, MI
2 DisclosuresBrokerSells Insurance

Virgil Biggs is a registered investment advisor at Cetera Investment Advisers LLC, based in Sarnac, MI, with 38 years of industry experience. Virgil 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
Loading...

Location

356 E Main St, Sarnac, MI, 48881

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2021
Settled
Customer Dispute
October 2006
Denied
Other Business ActivitiesSells Insurance

Virgil sells equity indexed annuities through Avantax Insurance Agency Inc, dedicating minimal time to this activity. He is also a partner at Biggs, Dickinson & Roberts Wealth Mgmt. Srvcs., LLC, spending nearly full-time on operational and marketing activities for Avantax Services, and is involved in tax preparation with BHT&D, CPA's, dedicating about half his time during tax season.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
July 2010 - September 2025 · 15 yrs 2 mos
Avantax Investment Services, INC.Broker
November 1987 - September 2025 · 37 yrs 10 mos
State Registrations2 states
FLMI
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.