Jeffrey West
Jeffrey West is a registered investment advisor at Cetera Investment Advisers LLC, based in Lemoyne, PA, with 22 years of industry experience. Jeffrey 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
4 Lemoyne Dr Ste 103, Lemoyne, PA, 17043
Get directionsHistory
Regulatory History (4)
Judgment / Lien
March 2004Judgment / Lien
March 2001Judgment / Lien
February 2001Judgment / Lien
December 2000Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling life, health, annuities, and long-term care products, dedicating a few hours per week. He is also a managing partner and financial advisor at Freedom Financial Wealth Management, spending about a quarter of his time offering investment and advisory services, and a managing partner at Freedom Financial Insurance Services, LLC. Finally, Jeffrey is a board member/president of Woodbridge HOA, spending minimal time on these duties.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Pfg Financial Advisors
Walnut Street Securities, INC.Broker
Inner Harbor Asset Management
The Riderwood Group IncorporatedBroker
New England SecuritiesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.