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Patricia Tippin

Cetera Investment Advisers LLC
3 Years of Experience
New Port Richey, FL
1 DisclosureBroker
View SEC Summary
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Patricia Tippin is a registered investment advisor at Cetera Investment Advisers LLC, based in New Port Richey, FL, with 3 years of industry experience. Patricia is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

6335 Us Hwy 19, New Port Richey, FL, 34652

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History

Regulatory History (1)
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Financial
July 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 7 mos
Cetera Investment Services LLCBroker
January 2023 - Present · 3 yrs 9 mos
State Registrations5 states
ALFLGAOHTN
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.
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