Phillip Mottini
Phillip Mottini is a registered investment advisor at Cetera Investment Advisers LLC, based in Roseville, CA, with 29 years of industry experience. Phillip 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
Firm Size
IM Fee
Assets Under Management
Location
2530 Douglas Blvd Ste 100, Roseville, CA, 95661
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2009Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Phillip owns Plan Well Live Well, a financial planning firm where he manages client portfolios, dedicating about a quarter of his time. He also sells fixed insurance products and acts as a landlord for office space, spending minimal time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Resource Investment Architects, INC.
Investment Architects, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations20 states
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.