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Bradley Phillips

3 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Bradley Phillips is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 3 years of industry experience. Bradley 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

3600 Wilshire Blvd Suite 1914, Los Angeles, CA, 90010

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History

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.

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Other Business ActivitiesSells Insurance

Bradley works full-time as a Senior Technical Support Manager at Dassault Systemes, an engineering software company. He also works a few hours per week as an Administrative Assistant at Nahigian Investments and Insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
August 2018 - November 2020 · 2 yrs 3 mos
State Registrations2 states
CAFL
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.