AF
CFP
AF
CFP

Andres Favela

14 Years of Experience
Scottsdale, AZ
1 DisclosureBroker

Andres Favela is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 14 years of industry experience. Andres 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

7025 N SCOTTSDALE RD STE 115 and 110, Scottsdale, AZ, 85253

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History

Regulatory History (1)
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Criminal
April 2015
Final Disposition
Other Business Activities

Andres operates Wilde Wealth Management as a DBA for financial services, dedicating a full-time amount of time to it. He also owns a rental condo through Clarendon 33, LLC, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
November 2023 - March 2024 · 4 mos
Continuum Advisory, LLC
December 2021 - October 2023 · 1 yr 10 mos
Triad Advisors LLCBroker
December 2021 - October 2023 · 1 yr 10 mos
Pfg Advisors
September 2020 - December 2021 · 1 yr 3 mos
Securities America, INC.Broker
September 2020 - November 2021 · 1 yr 2 mos
Versant Capital Management, INC.
July 2019 - January 2020 · 6 mos
Kestra Advisory Services, LLC
June 2018 - January 2019 · 7 mos
Kestra Investment Services, LLCBroker
June 2018 - January 2019 · 7 mos
Seros Financial, LLC
July 2017 - April 2018 · 9 mos
United Planners' Financial Services of America a Limited Partner
February 2015 - November 2017 · 2 yrs 9 mos
United Planners' Financial Services of America a Limited PartnerBroker
February 2015 - April 2018 · 3 yrs 2 mos
Metlife Securities INC.
August 2014 - February 2015 · 6 mos
Metlife Securities INC.Broker
March 2014 - February 2015 · 11 mos
Edward Jones
December 2010 - March 2014 · 3 yrs 3 mos
Edward JonesBroker
July 2010 - March 2014 · 3 yrs 8 mos
State Registrations19 states
ARAZCACOCTDEFLGAIDILLAMOMSMTNMSCUTWAWI
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.