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 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
Loading...

Location

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

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
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 9 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 11 mos
State Registrations7 states
CAFLGAKYNCTNTX
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.
More Advisors