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Bethany Essendrop

15 Years of Experience
Fountain, CO
Broker

Bethany Essendrop is a registered investment advisor at Cetera Investment Advisers LLC, based in Fountain, CO, with 15 years of industry experience. Bethany 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

Fountain, CO

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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

Bethany works as a marketing coordinator for Purpose Planning, dedicating a few hours per week. She also works as a financial professional for Spencer Financial, Purpose Planning, and Mont Wealth, each taking about 10-20% of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
February 2019 - Present · 7 yrs 7 mos
Cetera Advisors LLCBroker
February 2019 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisors LLCBroker
March 2013 - May 2017 · 4 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
December 2008 - April 2013 · 4 yrs 4 mos
State Registrations6 states
COFLKSMONCNM
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.