Ira Gottshall
Ira Gottshall is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Valencia, CA, with 25 years of industry experience. Ira 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
28005 Smyth Drive, Suite 126, Valencia, CA, 91355
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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
Ira owns FFP Insurance Services, dedicating full-time hours to overall company strategy, recruiting independent agents, and overseeing financial reporting. He also serves as co-trustee of the Gottshall Family Trust and is an advisory council member for Lynette Owens & Associates.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
State Registrations21 states
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