EB
EB
Edward Biers
34 Years of Experience
Blairsville, GA
Broker
Edward Biers is a registered investment advisor at Cetera Investment Advisers LLC, based in Blairsville, GA, with 34 years of industry experience. Edward 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
Blairsville, GA
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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
April 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
October 2016 - May 2021 · 4 yrs 7 mos
Summit Brokerage Services, INC.Broker
October 2016 - December 2019 · 3 yrs 2 mos
Newbridge Financial Services Group, INC.
June 2012 - October 2016 · 4 yrs 4 mos
Newbridge Securities CorporationBroker
May 2012 - October 2016 · 4 yrs 5 mos
Summit Financial Group INC
May 2009 - May 2012 · 3 yrs
Summit Brokerage Services, INC.Broker
February 2009 - May 2012 · 3 yrs 3 mos
Ameriprise Financial Services, INC.
June 1991 - January 2009 · 17 yrs 7 mos
Ameriprise Financial Services, INC.Broker
June 1991 - January 2009 · 17 yrs 7 mos
Ids Life Insurance CompanyBroker
June 1991 - July 2006 · 15 yrs 1 mo
State Registrations19 states
CACOCTDEFLGAILKSLAMAMINHNJNYOHPASCTNTX
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.