PB
Peter A. Billingham
CETERA INVESTMENT ADVISERS LLC
Tarpon Springs, FL 34689
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CRD#: 1831074
PB
Professional summary
Peter Alan Billingham is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tarpon Springs, Florida and CETERA WEALTH SERVICES, LLC located in Tarpon Springs, Florida.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Peter has worked at 4 firms and has passed the Series 63, SIE, Series 62 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PETER A BILLINGHAM~'NIR'~905 M.L. KING DR, SUITE 610~TARPO SPRINGS~FL~34689~Independent Insurance Agent~Insurance Sales Agent~3/3/1992~2hrs~2hrs~OCCASIONAL SALE OF HEALTH RELATED INSURANCE 2) Billingham & Associates~'NIR'~905 M.L. KING DR, SUITE 610~TARPON SPRINGS~FL~34689~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1979~160hrs~160hrs~TAX PREPARATION AND ACCOUNTING SERVICES 3) Billingham Capital Management Group Inc~'IR'~905 Martin Luther King Dr., Suite 100~Tarpon Springs~FL~34689~Other~Owner~11/1/2019~160hrs~130hrs~Have direct client contact as well as supervision of others in the office. Prepare tax returns. 4)BILLINGHAM & AKIN FINANCIAL; POSITION: Part owner NATURE: D/B/A name of Billingham Capital Management Group Inc.sale of securities and related investments through Avantax Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/28/2017; 905 M L King Jr Drive, Suite 100, Tarpon Springs FL 34689; meet with clients, sales, day to day operations, tax advise and representation
CRS (Client Relationship Summary) - RIA
Click below to view Peter Alan Billingham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 19, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 905 M L King Jr Drive Suite 100, Tarpon Springs, FL 34689RIA
CRD#: 105644
Tarpon Springs, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 905 M L King Jr Drive Suite 100, Tarpon Springs, FL 34689BD
CRD#: 13572
Tarpon Springs, FL
Past
September 21, 1993 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Tarpon Springs, FL
Past
June 16, 1988 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Tarpon Springs, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
IAR
Florida(8/19/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Indiana(9/5/2025)
RR
Kansas(9/5/2025)
RR
Kentucky(9/5/2025)
RR
Nevada(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 12/13/2006
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Tarpon Springs, FL 34689TRUST BUT VERIFY
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