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Patricia Tippin
3 Years of Experience
Brooksville, FL
1 DisclosureBroker
Patricia Tippin is a registered investment advisor at Cetera Investment Advisers LLC, based in Brooksville, FL, with 3 years of industry experience. Patricia 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
1290 South Broad St, Brooksville, FL, 34601
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Regulatory History (1)
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Financial
July 2017Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Investment Services LLCBroker
January 2023 - Present · 3 yrs 4 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.