Ira Yermish
Ira Yermish is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pinehurst, NC, with 38 years of industry experience. Ira 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
Pinehurst, NC
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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
Ira is an independent insurance agent selling fixed insurance products since 2013, dedicating about 10-20% of his time. He is also a vetted provider for Physicians Financial Partners, selling life, disability, LTC, and Medicare supplement insurance, spending a few hours per week. Ira is also the owner/principal of Yermish Financial Management, LLC, dedicating full-time hours to selling and servicing fixed insurance, securities, and investment products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
LPL Financial LLCBroker
Cadaret, Grant & CO., INC.Broker
The O.N. Equity Sales CompanyBroker
Capital Strategies LimitedBroker
Monaco Securities, INC.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.