Brian Simkin
Brian Simkin is a registered investment advisor at Cetera Investment Advisers LLC, based in Arlington Heights, IL, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
Arlington Heights, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian works as a treasury analyst for Crate and Barrel, a retail business, dedicating full-time hours. He also works as an investment advisor for Simkin Financial Advisors, spending about 10-20% of his time providing investment advisor services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations7 states
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