Brad Allphin
Brad Allphin is a registered investment advisor at Cetera Investment Advisers LLC, based in Gresham, OR, with 5 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
151 SE 223rd Avenue, Gresham, OR, 97030
Get directionsHistory
Regulatory History (3)
Financial
February 2019Financial
November 2018Financial
February 2017Other Business Activities
Brad works for Tax and Financial Solutions, INC providing accounting services and tax preparation, dedicating nearly full-time hours. He also works as an independent contractor for Blackstone Gun Safety LLC, selling concealed carry classes, and as an employee for Kerkmann Enterprises LLC, selling and installing safes, each taking a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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.