Phillip Gayle Bracey

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: INSURANCE, INVESTMENT RELATED: NO, NATURE OF BUSINESS: SALE OF FIXED INSURANCE (HEALTH, ANNUITIES, LONG-TERM CARE), POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS AN AGENT; 2) NAME OF OTHER BUSINESS: PHILLIP G. BRACEY, TAX SERVICE., INVESTMENT RELATED: NO, ADDRESS: 11853 STAMY ROAD, LA MIRADA, CA. 90638, NATURE OF BUSINESS: TAX PREPARATION, POSITION/TITLE/RELATIONSHIP: OWNER/ TAX PREPARER, START DATE: JANUARY 1990 BRIEF DESCRIPTION OF DUTIES: PERSONAL & BUSINESS TAX RETURN PREPARATION AND TAX PLANNING; 3) NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 16040 LEFFINGWELL RD. #110, WHITTIER, CA 90603; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 01/2013; POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGE AND RENT CONDO; 4) NAME OF OTHER BUSINESS: BRACEY TAX & INVESTMENTS, INC.,| INVESTMENT RELATED: NO,| ADDRESS: 15707 IMPERIAL HIGHWAY # B,| NATURE OF BUSINESS: TAX PREPARATIONS,| POSITION/TITLE/RELATIONSHIP: OWNER,| START DATE: 05/31/2012,| APX NUMBER OF HOURS PER WEEK: N/A,| APX NUMBER OF HOURS DURING TRADING HOURS: N/A,| BRIEF DESCRIPTION OF DUTIES: ENROLLED AGENT, DEPARTMENT OF THE TREASURY, TAX PREPARATION; 5. NAME OF OTHER BUSINESS: KINDRED OUTREACH MINISTRIES INC INVESTMENT RELATED: NO ADDRESS: 8712 EAST SANTA ANA CANYON RD, ANAHEIM, CA 92808 NATURE OF BUSINESS: CHURCH START DATE: 4/2014 POSITION/TITLE/RELATIONSHIP: CHURCH ELDER APX NUMBER OF HOURS PER WEEK: 3, NONE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BOARD OVERSEES CHURCH ACTIVITIES, REVIEW FINCL REPORTS, OCCASIONALLY TEACH AND OVERSIGHT OF BUILDING AND EXPANSION 6. NAME OF OTHER BUSINESS: MONTAGE WEALTH ADVISORS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: MONTAGE WEALTH ADVISORS INVESTMENT RELATED: YES; ADDRESS: THREE POINT DR SUITE 201 BREA, CA 92821; NATURE OF BUSINESS: TAX PREPARATION AND PLANNING; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: TAX PREPARER/ENROLLED AGENT; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX PLANNING AND TAX PREPARATION SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-06-22

Designations