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KB

Kurt R. Britnell

CETERA INVESTMENT ADVISERS
BESSEMER, AL 35022
CRD#: 2029749
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KB
Kurt Russell BritnellCETERA INVESTMENT ADVISERS

Professional summary

Kurt Russell Britnell, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bessemer, Alabama and CETERA WEALTH SERVICES, LLC located in Bessemer, Alabama.

Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Kurt has worked at 7 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 27 and Series 24 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Russell Britnell's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2002

Experience

Current

February 20, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 3985 Pine Lane Se, Bessemer, AL 35022
RIA
CRD#: 105644
BESSEMER, AL
Current

February 20, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 3985 Pine Lane Se, Bessemer, AL 35022
BD
CRD#: 13572
Bessemer, AL
Past

November 10, 2011 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
Bessemer, AL
Past

November 10, 2011 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Bessemer, AL
Past

February 27, 1998 - November 8, 2011

NEW ENGLAND SECURITIES

RIA
CRD#: 615
BIRMINGHAM, AL
Past

July 1, 1996 - November 8, 2011

NEW ENGLAND SECURITIES

BD
CRD#: 615
BIRMINGHAM, AL
Past

November 9, 1995 - June 28, 1996

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

December 18, 1992 - June 13, 1995

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

March 30, 1990 - September 30, 1992

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL

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
Alabama
(2/20/2025)
IAR
Alabama
(2/20/2025)
RR
California
(2/20/2025)
RR
Colorado
(2/20/2025)
RR
Florida
(2/20/2025)
RR
Georgia
(2/20/2025)
RR
Louisiana
(2/20/2025)
RR
Mississippi
(2/20/2025)
RR
North Carolina
(1/5/2026)
RR
Ohio
(2/20/2025)
RR
Oklahoma
(2/20/2025)
RR
Texas
(2/20/2025)
IAR
Texas
(4/1/2025)
RR
Utah
(2/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/23/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/17/1990
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/8/1996
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/9/1991
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/5/1991
General Securities Principal Examination
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)
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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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Bessemer, AL 35022

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