Brian Newton is a registered investment advisor at Cetera Investment Advisers LLC, based in Bend, Or, OR, with 12 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
300 SW Columbia, Street Suite 201, Bend, Or, OR, 97702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is an advisory board member for Junior Achievement, dedicating minimal time. He is also a referring advisor for Jones & Roth Financial Advisors, LLC, spending about 10-20% of his time, and a partner at Jones & Roth, PC, a CPA firm, which is a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 states
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.