Brad Neves
Brad Neves is a registered investment advisor at Cetera Investment Advisers LLC, based in Midvale, UT, with 14 years of industry experience. Brad 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
6955 S Union Park Ctr Ste 550, Midvale, UT, 84047
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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
Brad is CFO/President of the Annuity Division at NFG Brokerage, LLC, owner of Neves Insurance LLC, an independent insurance agent, Principal/Partner at NFG Advisors, LLC, and Member/Manager at Altitude Investment Management, LLC. He spends nearly full-time selling fixed insurance products and overseeing annuity sales and distribution.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securities Management & Research, INC.Broker
State Registrations2 states
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