TB
TB

Todd Brown

21 Years of Experience
Bulverde, TX
BrokerSells Insurance

Todd Brown is a registered investment advisor at Cetera Investment Advisers LLC, based in Bulverde, TX, with 21 years of industry experience. Todd 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

32326 Lavender Cove, Bulverde, TX, 78163

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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

Todd works as an independent insurance agent, selling fixed insurance products since 2012. This activity takes nearly a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2017 - June 2021 · 4 yrs 5 mos
Voya Financial Advisors, INC.Broker
January 2017 - June 2021 · 4 yrs 5 mos
Voya Financial Advisors, INC.
August 2012 - December 2016 · 4 yrs 4 mos
Voya Financial Advisors, INC.Broker
July 2012 - December 2016 · 4 yrs 5 mos
Hornor, Townsend & Kent, INC.
July 2010 - March 2012 · 1 yr 8 mos
Hornor, Townsend & Kent, INC.Broker
June 2010 - March 2012 · 1 yr 9 mos
Ameriprise Financial Services, INC.
October 2008 - June 2010 · 1 yr 8 mos
Ameriprise Financial Services, INC.Broker
October 2008 - June 2010 · 1 yr 8 mos
Citigroup Global Markets INC.
March 2005 - September 2008 · 3 yrs 6 mos
Citigroup Global Markets INC.Broker
September 2004 - September 2008 · 4 yrs
State Registrations3 states
FLGATX
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.