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Brian J Webb

Cetera Investment Advisers LLC

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About Brian J Webb

Brian Webb is a financial advisor with Cetera Investment Advisers LLC, and has over 27 years of experience in the financial services industry. Brian is a Registered Representative and Investment Advisor Representative.

Firm Information

Brian Webb is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Webb’s Registration & Firm History

FL

11/07/2024 - Present

Cetera Investment Advisers LLC (SPRING HILL FL)

NH

05/22/2017 - 06/03/2022

LPL FINANCIAL LLC (NORTH HAMPTON NH)

NH

03/03/2016 - 05/23/2017

INFINEX INVESTMENTS, INC. (CONCORD NH)

NH

03/31/2015 - 02/24/2016

MML INVESTORS SERVICES, LLC (NASHUA NH)

NH

03/03/2014 - 03/11/2015

WADDELL & REED (BEDFORD NH)

NH

05/15/2007 - 03/24/2014

CCO INVESTMENT SERVICES CORP. (EXETER NH)

NH

03/03/2003 - 05/03/2007

INVESTORS CAPITAL CORP. (BEDFORD NH)

NY

05/28/1999 - 11/27/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

MI

12/07/1994 - 06/16/1999

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 09/17/2014

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/31/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/03/2006

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/23/2004

Series 4 - Registered Options Principal Examination

BC

Issued 06/16/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/07/2003

Series 24 - General Securities Principal Examination

BC

Issued 03/06/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2000

Series 3 - National Commodity Futures Examination

BC

Issued 03/23/1995

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1994

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brian J Webb.
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