Brenda Dozier
Brenda Dozier is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sandy Springs, GA, with 18 years of industry experience. Brenda 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
Firm Size
IM Fee
Assets Under Management
Location
6099 Boylston Drive, Sandy Springs, GA, 30328
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Brenda teaches retirement classes, works as a certified divorce financial analyst, and receives book royalties. She also engages in retirement planning under the DBA Moneywise Retirement, provides mortgage services, offers property and casualty insurance, and manages an expense management business, DRBRENDADOZIERLLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Bancorpsouth Investment Services, INC.Broker
Bancorpsouth Investment Services, INC.
First Legacy Securities, LLC
First Legacy Securities, LLCBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
State Registrations8 states
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.