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Brian Fox

22 Years of Experience
Marietta, GA
BrokerSells Insurance

Brian Fox is a registered investment advisor at Cetera Investment Advisers LLC, based in Marietta, GA, with 22 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

3696 Largent Way Suite 300, Marietta, GA, 30064

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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 sells fixed insurance products, including life, disability, fixed annuities, and long-term care, dedicating about 10-20% of his time. He also works as a financial professional for Totus Wealth Management and manages rental properties, spending minimal time on the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
September 2023 - Present · 2 yrs 8 mos
Cetera Advisors LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
September 2023 - March 2024 · 6 mos
MML Investors Services, LLC
March 2011 - September 2023 · 12 yrs 6 mos
MML Investors Services, LLCBroker
March 2011 - September 2023 · 12 yrs 6 mos
Peachtree Planning Advisors, INC.
February 2010 - December 2010 · 10 mos
Park Avenue Securities LLC
June 2006 - February 2011 · 4 yrs 8 mos
Peachtree Planning Advisors, INC.
November 2003 - December 2007 · 4 yrs 1 mo
Park Avenue Securities LLCBroker
May 2003 - February 2011 · 7 yrs 9 mos
State Registrations24 states
ALAZCACTFLGAILINKSKYMAMEMINCNVNYOHPASCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.