BA
BA

Brian Airey

16 Years of Experience
Gig Harbor, WA
1 DisclosureBrokerSells Insurance

Brian Airey is a registered investment advisor at Cetera Investment Advisers LLC, based in Gig Harbor, WA, with 16 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3206 50th Street Court, Suite 210-D, Gig Harbor, WA, 98335

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History

Regulatory History (1)
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Criminal
March 1998
Final Disposition
Other Business ActivitiesSells Insurance

Brian is an independent insurance agent selling fixed insurance products since 2009, dedicating nearly full-time hours to this activity. He also provides general securities and fixed business support as admin/office staff for Jon Airey Admin, spending about a quarter of his time on client correspondence, compliance, and clerical work.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
June 2021 - Present · 5 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2011 - June 2021 · 9 yrs 8 mos
Voya Financial Advisors, INC.Broker
January 2010 - June 2021 · 11 yrs 5 mos
State Registrations31 states
AKALAZCACOFLIDILLAMAMDMNMOMTNCNDNMNVOHOKORPARITNTXUTVAWAWIWVWY
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.