Patrick Bria
Patrick Bria is a registered investment advisor at Cetera Investment Advisers LLC, based in Southern Pines, NC, with 27 years of industry experience. Patrick 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
Firm Size
IM Fee
Assets Under Management
Location
225 N Bennett St #C, Southern Pines, NC, 28387
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Regulatory History (1)
Customer Dispute
December 2017Other Business ActivitiesSells Insurance
Patrick sells fixed insurance products, dedicating about 10% of his time to this activity. He is also a co-owner of Tucker Bria Wealth Strategies, LLC, an entity established to facilitate securities, advisory, and insurance business, spending minimal time on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Painewebber INC.Broker
State Registrations30 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.
Exams
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