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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mills is a financial advisor with Cetera Investment Advisers LLC, offering investment advice and financial planning services. Brian has been in the financial services industry since 1994 and holds several licenses and certifications, including Series 6, Series 7, Series 63, and the SIE. Brian is also a Certified Financial Planner. He has worked with a variety of clients throughout his career, including individuals, families, businesses, and retirement plans. Brian is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (DUBLIN OH)
OH
07/17/1998 - 11/23/2010
LPL FINANCIAL CORPORATION (DUBLIN OH)
AZ
01/12/1994 - 08/03/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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