JB
JB

John Bentley

14 Years of Experience
Coraopolis, PA
BrokerSells Insurance

John Bentley is a registered investment advisor at Cetera Investment Advisers LLC, based in Coraopolis, PA, with 14 years of industry experience. John 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

Coraopolis, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is an independent insurance agent selling fixed insurance products since 2015, and owner of Bentley Financial Planning LLC since 2020, selling and servicing insurance, securities and investment products; both activities take nearly full-time. He also coaches soccer a few hours per week and is a team member at Bentley Events LLC, an event planning business, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
February 2015 - June 2021 · 6 yrs 4 mos
Voya Financial Advisors, INC.Broker
February 2015 - June 2021 · 6 yrs 4 mos
Ameriprise Financial Services, INC.
April 2012 - February 2015 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
February 2012 - February 2015 · 3 yrs
State Registrations20 states
AZCACOFLILINKSMIMNMONCNVOHORPATNTXUTWAWI
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.