BB
BB
Brett Bargery
34 Years of Experience
Colleyville, TX
Broker
Brett Bargery is a registered investment advisor at Cetera Investment Advisers LLC, based in Colleyville, TX, with 34 years of industry experience. Brett 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
Colleyville, TX
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Cetera Advisors LLC
February 2025 - Present · 1 yr 3 mos
Cetera Advisors LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Nylife Securities LLCBroker
March 2020 - January 2025 · 4 yrs 10 mos
MML Investors Services, LLCBroker
March 2017 - August 2019 · 2 yrs 5 mos
New England SecuritiesBroker
July 2012 - January 2015 · 2 yrs 6 mos
Msi Financial Services, INC.Broker
September 2011 - March 2017 · 5 yrs 6 mos
Nylife Securities LLCBroker
October 1990 - August 2011 · 20 yrs 10 mos
State Registrations1 state
TX
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.