CB
CB

Connor Bright

2 Years of Experience
Lakewood, CO
BrokerSells Insurance

Connor Bright is a registered investment advisor at Cetera Investment Advisers LLC, based in Lakewood, CO, with 2 years of industry experience. Connor 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

Lakewood, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Connor sells fixed insurance products, including life insurance and annuities, as an insurance agent and producer, dedicating a few hours per week to each activity. He also works full-time as a program manager for the Air Force and is the commissioner of a fantasy football league.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
State Registrations17 states
AKALCACOFLGAILKYMNMSNCNMOKSCTXUTVA
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.