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Brian Wilkins

14 Years of Experience
Rome, GA
1 DisclosureBroker

Brian Wilkins is a registered investment advisor at Cetera Investment Advisers LLC, based in Rome, GA, with 14 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

400 Turner Mccall Blvd, Rome, GA, 30165

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2011
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2016 - Present · 10 yrs 6 mos
Cetera Investment Services LLCBroker
February 2016 - Present · 10 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
May 2008 - August 2011 · 3 yrs 3 mos
Amsouth Investment Services, INC.Broker
January 2003 - October 2003 · 9 mos
State Registrations12 states
ALARCAFLGAILKYMSNCPASCTN
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.