BW
BW

Brian Webb

29 Years of Experience
Spring Hill, FL
Broker

Brian Webb is a registered investment advisor at Cetera Investment Advisers LLC, based in Spring Hill, FL, with 29 years of industry experience. Brian 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

Spring Hill, FL

Get directions

History

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 →
Other Business Activities

Brian works as a financial advisor for Cetera Wealth Partners, dedicating full-time hours to this role. This activity is investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
February 2023 - November 2024 · 1 yr 9 mos
Edward JonesBroker
February 2023 - November 2024 · 1 yr 9 mos
LPL Financial LLC
May 2017 - June 2022 · 5 yrs 1 mo
LPL Financial LLCBroker
May 2017 - June 2022 · 5 yrs 1 mo
Infinex Investments, INC.Broker
March 2016 - May 2017 · 1 yr 2 mos
Infinex Investments, INC.
March 2016 - May 2017 · 1 yr 2 mos
MML Investors Services, LLC
May 2015 - February 2016 · 9 mos
MML Investors Services, LLCBroker
March 2015 - February 2016 · 11 mos
Waddell & ReedBroker
March 2014 - March 2015 · 1 yr
Waddell & Reed
March 2014 - March 2015 · 1 yr
Cco Investment Services CORP.
May 2007 - March 2014 · 6 yrs 10 mos
Cco Investment Services CORP.Broker
May 2007 - March 2014 · 6 yrs 10 mos
Investors Capital Advisory
June 2005 - May 2007 · 1 yr 11 mos
Eastern Point Advisors INC.
March 2003 - June 2005 · 2 yrs 3 mos
Investors Capital CORP.Broker
March 2003 - May 2007 · 4 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 1999 - November 2001 · 2 yrs 6 mos
Olde Discount CorporationBroker
December 1994 - June 1999 · 4 yrs 6 mos
State Registrations7 states
COFLMAMDMENCNH
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.
Brian Webb - Financial Advisor | TrueAdvisor