PL
PL

Philip Lammers

24 Years of Experience
Niles, OH
Broker

Philip Lammers is a registered investment advisor at Cetera Investment Advisers LLC, based in Niles, OH, with 24 years of industry experience. Philip 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

One South Main Street, Niles, OH, 44446

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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 Activities

Philip is a board member at Children's Rehabilitation Center, helping with fundraising, and a fitness instructor. These activities take minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Cetera Investment Services LLC
October 2008 - January 2014 · 5 yrs 3 mos
Chase Investment Services CORP.
October 2007 - October 2008 · 1 yr
Chase Investment Services CORP.Broker
July 2005 - October 2008 · 3 yrs 3 mos
Banc One Securities CorporationBroker
August 2002 - July 2005 · 2 yrs 11 mos
Metlife Securities INC.Broker
November 2001 - August 2002 · 9 mos
Metropolitan Life Insurance CompanyBroker
November 2001 - August 2002 · 9 mos
American Express Financial Advisors INC.Broker
October 2001 - October 2001 · 0 mos
Ids Life Insurance CompanyBroker
October 2001 - October 2001 · 0 mos
State Registrations22 states
ALCACOCTFLGAILKYLAMAMDMIMOMSNCNENYOHPASCVAWA
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.