GB
ChFC
GB
ChFC

Gregg Beeber

2 Years of Experience
Germantown, TN
BrokerSells Insurance

Gregg Beeber is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Germantown, TN, with 2 years of industry experience. Gregg 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

2176 West Street, Suite 100, Germantown, TN, 38138

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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

Gregg is the Vice President of Programming for Temple Israel Brotherhood, an airline pilot for FedEx, and the owner of Miriam's Tree of Life, LLC. He also works as a financial advisor for Shoemaker Financial Group, providing financial, insurance, and investment planning, dedicating full-time hours to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
State Registrations5 states
FLGAKYTNTX
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.
Gregg Beeber - Financial Advisor | TrueAdvisor