Sidney Alvey
Sidney Alvey is a registered investment advisor at Cetera Investment Advisers LLC, based in Bountiful, UT, with 34 years of industry experience. Sidney 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
Bountiful, UT
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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
Sidney is the General Manager of Distinctive Insurance Services, Inc. since 1995, President/Secretary of Your Financial Resource, Inc. since 2003, and an independent insurance agent since 2006, all involving the sale of fixed insurance products; he also manages assets as a General Partner for Alvey Family Enterprises, Ltd. These activities take up a significant amount of Sidney's time.
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
Locust Street Securities, INC.Broker
Tower Square Securities, INC.Broker
Equity Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations4 states
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