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Advisors / Tennessee / Erin
2yrs

Thomas Phy

Financial advisor at Cetera Investment Advisers

Thomas Phy has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Erin, Tennessee. Thomas joined Cetera Investment Advisers in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.

Erin, TN 37061Fiduciary advisor
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At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4657 West Main St., Erin, TN 37061
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 66Uniform Combined State Law Examination

Career

  1. Nov 2024 – now

Contact Thomas

(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Thomas. 4657 West Main St.
Erin, TN 37061Office · Get directions

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Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  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

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About Thomas

How do I contact Thomas?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Thomas Phy. Thomas works from the Erin, TN office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Thomas hold?

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

Is Thomas a fiduciary?

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

How is Thomas paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas 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.