PR
PR
Patrick Rehm is a registered investment advisor at Cetera Investment Advisers LLC, based in Mobile, AL, with 21 years of industry experience. Patrick 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
891 Hillcrest Road, Mobile, AL, 36695
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Cetera Investment Services LLC
January 2013 - January 2014 · 1 yr
Bb&t Investment Services, INC.
June 2012 - January 2013 · 7 mos
Bb&t Investment Services, INC.Broker
June 2012 - January 2013 · 7 mos
Infinex Investments, INC.Broker
October 2011 - June 2012 · 8 mos
Infinex Investments, INC.
October 2011 - June 2012 · 8 mos
Uvest Financial Services Group, INC.
September 2009 - November 2011 · 2 yrs 2 mos
Uvest Financial Services Group, INC.Broker
September 2009 - November 2011 · 2 yrs 2 mos
Colonial Asset Management INC
June 2009 - September 2009 · 3 mos
Colonial Brokerage, INC.Broker
June 2009 - September 2009 · 3 mos
Compass Brokerage, INC.
March 2006 - April 2009 · 3 yrs 1 mo
Compass Brokerage, INC.Broker
March 2006 - April 2009 · 3 yrs 1 mo
Metlife Securities INC.
August 2005 - February 2006 · 6 mos
Metlife Securities INC.Broker
May 2005 - February 2006 · 9 mos
Metropolitan Life Insurance CompanyBroker
May 2005 - February 2006 · 9 mos
Morgan Stanley
October 2004 - May 2005 · 7 mos
Morgan Stanley Dw INC.Broker
June 2004 - May 2005 · 11 mos
State Registrations10 states
ALFLGALAMSMTNCNYTNTX
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.