AG
CFP
AG
CFP

Andrew Gifford

17 Years of Experience
Ocoee, FL
BrokerSells Insurance

Andrew Gifford is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Ocoee, FL, with 17 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

History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Andrew is on the Advisory Board for Gifford Financial since 2016, dedicating minimal time. He is also an agent/broker for Guardian Insurance and North Star Consultants & North Star Brokerage, selling fixed insurance, spending a few hours per week on the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
December 2013 - August 2023 · 9 yrs 8 mos
Cri Securities, LLC
December 2013 - October 2021 · 7 yrs 10 mos
Securian Financial Services, INC.Broker
May 2008 - August 2023 · 15 yrs 3 mos
Cri Securities, LLCBroker
May 2008 - October 2021 · 13 yrs 5 mos
State Registrations27 states
AZCACODEFLIAIDILKSKYLAMDMNMOMSNCNJNVNYOHOKTNTXUTWAWIWV
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.