AB
AB

Andrew Byron

30 Years of Experience
Boise, ID
7 DisclosuresBrokerSells Insurance

Andrew Byron is a registered investment advisor at Cetera Investment Advisers LLC, based in Boise, ID, with 30 years of industry experience. Andrew 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
Loading...

Location

2449 S Vista Ave Suite B, Boise, ID, 83705

Get directions

History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2013
Denied
Customer Dispute
August 2009
Settled
Customer Dispute
March 2009
Denied
Customer Dispute
April 2008
Denied
Customer Dispute
March 2007
Denied
Customer Dispute
May 2005
Denied
Customer Dispute
March 2003
Denied
Other Business ActivitiesSells Insurance

Andrew is involved in several business activities, including manufacturing portable wood picnic tables, music promotion, fixed insurance sales, and financial services/insurance sales. He dedicates a full-time commitment to both fixed insurance sales and financial services/insurance sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2002 - June 2021 · 19 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 2000 - June 2021 · 21 yrs 1 mo
Mutual Service CorporationBroker
February 2000 - June 2000 · 4 mos
Ameritas Investment CORP.Broker
January 2000 - February 2000 · 1 mo
Mony Securities CorporationBroker
September 1995 - February 2000 · 4 yrs 5 mos
American Express Financial Advisors INC.Broker
May 1995 - July 1995 · 2 mos
Ids Life Insurance CompanyBroker
May 1995 - July 1995 · 2 mos
State Registrations10 states
CACOIDMTNVORTXUTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.