Michael West
Michael West is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Concord, CA, with 39 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5356 Clayton Road, Suite 216, Concord, CA, 94521-3200
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including owning rental properties, providing tax preparation and accounting services, and acting as president of Rich Island Inc (a duck club). He also sells insurance products through Avantax Insurance Agency, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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