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Andrew Terry

22 Years of Experience
Willcox, AZ
Broker

Andrew Terry is a registered investment advisor at Cetera Investment Advisers LLC, based in Willcox, AZ, with 22 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
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Location

136 S. Haskell Avenue, Willcox, AZ, 85643

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew owns a tax and accounting firm (Andrew O. Terry, PC) where he works about a quarter of his time as a CPA. He also holds positions as a board member for Northern Cochise Fund, Vice President for Willcox Boys Basketball Club, provides notary services, and does employee benefit referral sales, all requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2004 - Present · 21 yrs 7 mos
Cetera Financial Specialists LLC
November 2003 - Present · 22 yrs 6 mos
Cetera Financial Specialists LLCBroker
November 2003 - Present · 22 yrs 6 mos
State Registrations3 states
AZCONM
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.