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Advisors / Missouri / Columbia
26yrs

Brian Pulliam

Financial advisor at Cetera Investment Advisers

Brian Pulliam is a fiduciary financial advisor in Columbia, Missouri, with 26 years in the industry. Brian joined Cetera Investment Advisers in 2023, after four years at Voya Financial Advisors. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 157 advisors with offices in Columbia, and one of 141 fiduciaries.

Columbia, MO 65203Top 21% by experience in MissouriFiduciary advisor

At a glance

Experience26 years (since 2000)
How that compares ?Top 21% by experience in Missouri
Office303 N. Stadium Blvd Suite 200, Columbia, MO 65203
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. 2017 – 2021

Questions to ask Brian

Tailored to Brian’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Brian

How do I contact Brian?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Brian Pulliam. Brian works from the Columbia, MO office.

How long has Brian been a financial advisor?

Brian has been in the industry since 2000, about 26 years. Top 21% by experience in Missouri.

What licenses does Brian hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Brian a fiduciary?

Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Brian paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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