Cetera Investment Advisers
46yrs
Top advisor by experience in Lombard
6yrs
Brian McIlwee has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Lombard, Illinois. Brian joined Primerica Advisors in 2021, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 180 advisors with offices in Lombard, and one of 150 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office55 West 22nd St Suite 320, Lombard, IL 60148
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
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.
Career
- 2021 – nowPFS Investments Inc.Current firm
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Brian’s local office at (815) 524-3887 or the Primerica Advisors main office at (833) 786-0550, and ask for Brian McIlwee.
How long has Brian been a financial advisor?
Brian has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Brian hold?
Series 63, Series 65. 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?
Primerica Advisors reports being paid by a percentage of the assets they manage. 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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