VB
CFP
VB
CFP

Varkey Babukutty

32 Years of Experience
Houston, TX
Broker

Varkey Babukutty is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 32 years of industry experience. Varkey 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

9660 Hillcroft St Ste 308, Houston, TX, 77096

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Varkey works as a CPA/PFS, CFP providing tax planning and preparation services, dedicating about 10% of his income and about a quarter of his time. He also works as a financial advisor and CPA under Babukutty Financial, spending full-time hours, most of which are during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 1994 - Present · 32 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2010 - June 2023 · 12 yrs 11 mos
State Registrations11 states
CAFLGAILMAMINJNYOHTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.