James Ostyn is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Meridian, ID, with 29 years of industry experience. James 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
2560 East Fairview Avenue, Meridian, ID, 83642
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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.
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James is a board member of Treasure Valley Bible Church, dedicating minimal time each month without compensation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Bancwest Investment Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations11 states
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