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Brita Rae Houtz

Cetera Investment Advisers LLC

Milan, TN

CRD 7264344

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-11-20
  • TN RA
    APPROVED
    Since 2020-11-20

Branch Locations

2052 South Main St, Milan, TN 38358 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regions Bank Jackson TN 05/2005 Present
Cetera Investment Services Llc St. Cloud MN 06/2020 Present
Cetera Investment Advisers Llc Jackson TN 11/2020 Present
  • 05/2005 → Present
    Regions Bank
    Jackson, TN
  • 06/2020 → Present
    Cetera Investment Services Llc
    St. Cloud, MN
  • 11/2020 → Present
    Cetera Investment Advisers Llc
    Jackson, TN
Other Businesses

1.) OWNER OF BRITA HOUTZ DBA LIFE FARM; SOLE PROPRIETOR OF HOBBY FARM; 9 HRS/WK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-19
  • S66 Uniform Combined State Law Examination
    2020-11-19
Other Names
  • Brita Rae Botbyl
  • Brita Houtz

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
SYCAMORE FINANCIAL ADVISORS, INC.

Nearby Investors

Maxwell Halford
John Matthew Ross
Mitchell Stanton Everett

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Milan, TN
KESTRA ADVISORY SERVICES, LLC · MEDINA, TN
KESTRA ADVISORY SERVICES, LLC · Medina, TN

More in Milan, TN

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