PB
PB
Peter Billis
29 Years of Experience
York, PA
3 DisclosuresBroker
Peter Billis is a registered investment advisor at Cetera Investment Advisers LLC, based in York, PA, with 29 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
55 Arsenal Road, York, PA, 17404
Get directionsHistory
Regulatory History (3)
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Employment Separation After Allegations
November 2021Customer Dispute
August 2018Denied
Customer Dispute
March 2015Denied
Other Business Activities
Peter owns rental properties. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2022 - Present · 4 yrs 8 mos
Cetera Investment Services LLCBroker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - December 2021 · 3 yrs 10 mos
LPL Financial LLC
February 2018 - December 2021 · 3 yrs 10 mos
Invest Financial Corporation
February 2017 - February 2018 · 1 yr
Invest Financial CorporationBroker
February 2017 - February 2018 · 1 yr
Santander Securities
January 2014 - February 2017 · 3 yrs 1 mo
Santander Securities LLCBroker
September 2012 - February 2017 · 4 yrs 5 mos
LPL Financial LLCBroker
May 2008 - September 2012 · 4 yrs 4 mos
Ifmg Securities, INC.Broker
November 2006 - May 2008 · 1 yr 6 mos
Community Bankers Securities, LLCBroker
March 2006 - November 2006 · 8 mos
Bainbridge Securities INC.Broker
April 2004 - March 2006 · 1 yr 11 mos
Financial Network Investment CorporationBroker
May 2003 - April 2004 · 11 mos
T.H.E. Financial Group, LTDBroker
January 2001 - May 2003 · 2 yrs 4 mos
First Maryland Brokerage CorporationBroker
November 1995 - May 1999 · 3 yrs 6 mos
State Registrations11 states
CADEFLMDNCNJNYPASCTXVA
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.
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