BB
BB
Brandon Bean
11 Years of Experience
Knoxville, TN
1 DisclosureBroker
Brandon Bean is a registered investment advisor at Cetera Investment Advisers LLC, based in Knoxville, TN, with 11 years of industry experience. Brandon 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
7821 Kingston Pike, Knoxville, TN, 37919
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Regulatory History (1)
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Customer Dispute
September 2022Denied
Other Business Activities
Brandon owns rental properties. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2018 - Present · 8 yrs 7 mos
Cetera Investment Services LLCBroker
February 2018 - Present · 8 yrs 7 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - June 2017 · 3 mos
MML Investors Services, LLCBroker
November 2010 - August 2012 · 1 yr 9 mos
Fifth Third Securities, INC.
December 2009 - August 2010 · 8 mos
Fifth Third Securities, INC.Broker
December 2009 - August 2010 · 8 mos
First Command Financial Planning, INC.
August 2008 - October 2009 · 1 yr 2 mos
First Command Financial Planning, INC.Broker
July 2008 - October 2009 · 1 yr 3 mos
State Registrations9 states
FLGAILNCSCTNTXVAWI
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.