BC
BC
Brian Carrillo is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 10 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
Dallas, TX
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Advisors LLC
April 2025 - Present · 1 yr 1 mo
Cetera Financial Specialists LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLC
April 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLC
April 2025 - Present · 1 yr 1 mo
Cetera Advisors LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Financial Specialists LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLCBroker
April 2025 - Present · 1 yr 1 mo
Avantax Planning Partners, INC.
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Avantax Advisory Services
January 2021 - September 2025 · 4 yrs 8 mos
Avantax Investment Services, INC.Broker
January 2021 - September 2025 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - June 2020 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2018 - June 2020 · 2 yrs 1 mo
Charles Schwab & CO., INC.
July 2015 - May 2018 · 2 yrs 10 mos
Charles Schwab & CO., INC.Broker
July 2015 - May 2018 · 2 yrs 10 mos
Wells Fargo Advisors, LLCBroker
December 2014 - March 2015 · 3 mos
State Registrations3 states
GAIDTX
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.