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Andre Marshall

38 Years of Experience
Plymouth, MN
BrokerSells Insurance

Andre Marshall is a registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth, MN, with 38 years of industry experience. Andre 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Fernbrook Business Center 14276 23rd Ave N, Plymouth, MN, 55447

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andre is an advisory representative at Advisornet Wealth Partners, sells fixed insurance products, and is the owner/CEO/financial advisor at AGM Financial Group, dedicating about a quarter of his time to the latter. He also serves as a deacon and board member at Zion Baptist Church and is a financial coach.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 1994 - Present · 31 yrs 8 mos
Previous Registrations
Advisornet Wealth Partners
January 2014 - December 2023 · 9 yrs 11 mos
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
Aam Securities, INC.Broker
October 1991 - September 1994 · 2 yrs 11 mos
Equico Securities, INC.Broker
March 1987 - September 1991 · 4 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1987 - September 1991 · 4 yrs 6 mos
State Registrations15 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andre Marshall - Financial Advisor | TrueAdvisor