BB
Brian Barrows
CETERA INVESTMENT ADVISERS LLC
CHAMBERSBURG, PA 17201
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CRD#: 7510893
BB
Professional summary
Brian Barrows, who also goes by Brian R Barrows, Brian Ross Barrows, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Chambersburg, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Chambersburg, Pennsylvania.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Brian has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian R Barrows | Brian Ross Barrows
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)BARROWS TROSTLE ADVISORS POSITION: Financial Advisor NATURE: I am a member of the Barrows Trostle Advisors team which provides financial planning and investment management services to our clients. The position includes ongoing relationship management, plan development and presentation, as well as research and presentation of securities as part of a holistic financial plan. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 03/01/2023 ADDRESS: 239 Lincoln Way East, Chambersburg PA 17201, United States DESCRIPTION: Analyze financial information that clients provide to create plans. Using financial software to develop and present financial plans. Produce financial reports and present to clients. Client contact and ongoing relationship management, Portfolio building and asset allocation, Research and presentation of financial information 2) BARROWS SOLLENBERGER GROUP POSITION: Client Service Manager NATURE: Accounting/tax preparation services, payroll, small business valuations, bookkeeping. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/28/2022 ADDRESS: 239 Lincoln Way East, Chambersburg PA 17201, United States DESCRIPTION: Assist in maintaining, creating, and gathering client materials for meetings. Improve internal and external processes to gain efficiency. Create value for existing clients and attract new clients through marketing and general networking. Maintain digital and social media marketing platforms/plan client events. Support the overall mission by performing miscellaneous administrative duties 3)FOUR BEARS INVESTMENTS LLC POSITION: Member NATURE: Rental real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2007 ADDRESS: 2017 Criders Church Road, Chambersburg PA 17202, United States DESCRIPTION: Provide bookkeeping support 4) Barrows Trostle Advisors; Financial Advisor; I am a member of the Barrows Trostle Advisors team which provides financial planning and investment management services to our clients. The position includes ongoing relationship management, plan development and presentation, as well as research and presentation of securities as part of a holistic financial plan.; IR; 120; 03/01/2023; 239 Lincoln Way East Chambersburg PA 17201; Analyze financial information that clients provide to create plans. Using financial software to develop and present financial plans Produce financial reports and present to clients. Client contact and ongoing relationship management Portfolio building and asset allocation. Research and presentation of financial information 5) BSV CPAs and Wealth Advisors LLC; Member; Entity holding company; NIR; 1; 0; 10/01/2025; 239 Lincoln Way East Chambersburg PA 17201; Management of the holding company alongside other members.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Barrows'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 239 Lincoln Way East, Chambersburg, PA 17201Office #2: 3420 Electric Road Suite 2b, Cave Spring, VA 24018RIA
CRD#: 105644
CHAMBERSBURG, PA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 239 Lincoln Way East, Chambersburg, PA 17201Office #2: 3420 Electric Road Suite 2b, Cave Spring, VA 24018BD
CRD#: 13572
CHAMBERSBURG, PA
Past
February 17, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Chambersburg, PA
Past
November 14, 2022 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CHAMBERSBURG, PA
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
Pennsylvania(9/5/2025)
IAR
Pennsylvania(9/5/2025)
RR
Virginia(9/5/2025)
IAR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/11/2022
General Securities 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
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.
