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Andrew Mahaven

18 Years of Experience
Jacksonville, FL
1 DisclosureBroker

Andrew Mahaven is a registered investment advisor at Cetera Investment Advisers LLC, based in Jacksonville, FL, with 18 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

10199 Southside Blvd, Building One Suite 200, Jacksonville, FL, 32256

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History

Regulatory History (1)
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Customer Dispute
March 2016
Denied
Other Business Activities

Andrew is an advisory board member for Crosswater Christian Academy since 2021, dedicating minimal time. He also owns a Christian clothing brand called Christ Got This since January 2024, spending a few hours per week on design and sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
May 2017 - August 2023 · 6 yrs 3 mos
Securian Financial Services, INC.Broker
May 2017 - August 2023 · 6 yrs 3 mos
Bbva Wealth Solutions INC.
June 2016 - April 2017 · 10 mos
Bbva Securities INC.Broker
May 2013 - April 2017 · 3 yrs 11 mos
Bbva Compass Investment Solutions, INCBroker
February 2008 - May 2013 · 5 yrs 3 mos
State Registrations3 states
FLGAPA
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.