BP
BP

Brian Pulliam

25 Years of Experience
Columbia, MO
BrokerSells Insurance

Brian Pulliam is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MO, with 25 years of industry experience. Brian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

303 N. Stadium Blvd Suite 200, Columbia, MO, 65203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brian owns rental properties and has been leasing and maintaining them since 2000. He is also an independent insurance agent selling fixed insurance products full-time, and a sole proprietor-owner of a farm.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
April 2017 - June 2021 · 4 yrs 2 mos
Voya Financial Advisors, INC.Broker
March 2009 - June 2021 · 12 yrs 3 mos
Primevest Financial Services, INC.Broker
September 2003 - November 2008 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
May 2000 - September 2003 · 3 yrs 4 mos
State Registrations7 states
COGAILINKSMOOR
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.