Nancy Sides
Nancy Sides is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Edisto Beach, SC, with 36 years of industry experience. Nancy 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
Edisto Beach, SC
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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
Nancy works as an independent insurance agent selling fixed insurance products and has done so since 1994. She is also the president of Sides Financial Strategies, Inc. and teaches a financial strategies class at Midlands Technical College for minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Brokers Exchange, INC.Broker
Carillon Investments, INC.Broker
Princor Financial Services CorporationBroker
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.