Beverly Brautigam
Beverly Brautigam is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Elk Grove Blvd, CA, with 27 years of industry experience. Beverly 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
Elk Grove Blvd, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Beverly speaks at conferences on tax-related topics, owns rental properties, and provides accounting and tax preparation services through Brautigam & Co., taking about a quarter of her time. She is also an agent with Avantax Insurance Agency and/or Avantax Insurance Services, and may sell various annuity and insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations1 state
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