Brion Harris
Brion Harris is a registered investment advisor at Cetera Investment Advisers LLC, based in Annapolis, MD, with 26 years of industry experience. Brion 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
175 Admiral Cochrane Drive, Suite 203, Annapolis, MD, 21401
Get directionsHistory
Regulatory History (10)
Customer Dispute
October 2024Customer Dispute
November 2023Customer Dispute
January 2023Customer Dispute
December 2022Customer Dispute
April 2022Regulatory
May 2017Regulatory
August 2013Employment Separation After Allegations
July 2012Customer Dispute
February 2011Customer Dispute
November 2006Other Business ActivitiesSells Insurance
Brion owns rental properties, is a managing partner at Premier Planning Group selling insurance products, and is the president of Brion's Marketing Magic, an insurance coaching business. He is also the CEO and founder of Premier Planning Group, Inc DBA Premier Planning Wealth Management, and CEO/Author for Premier Planning Group, writing a book about retirement income planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Independent Advisers Group CORP
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations24 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.