KP
KP

Kevin Pile

23 Years of Experience
Johnstown, PA
BrokerSells Insurance

Kevin Pile is a registered investment advisor at Cetera Investment Advisers LLC, based in Johnstown, PA, with 23 years of industry experience. Kevin 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

1732 Scalp Ave, Johnstown, PA, 15904

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is affiliated with Avantax Insurance Services LLC, dealing with Equity Indexed Annuities since 2011, though this takes minimal time. Kevin also owns Pile Financial Services, providing tax preparation and accounting services, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
January 2007 - September 2025 · 18 yrs 8 mos
Avantax Investment Services, INC.Broker
December 2006 - September 2025 · 18 yrs 9 mos
Citigroup Global Markets INC.Broker
February 2006 - December 2006 · 10 mos
Legg Mason Wood Walker, IncorporatedBroker
August 2002 - February 2006 · 3 yrs 6 mos
State Registrations4 states
DEFLMIPA
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.
Kevin Pile - Financial Advisor | TrueAdvisor