Andrew Goetz
Andrew Goetz is a registered investment advisor at Cetera Investment Advisers LLC, based in Baltimore, MD, with 14 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
Firm Size
IM Fee
Assets Under Management
Location
Baltimore, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, through various companies and LTC Specialists, LLC, taking about 10-20% of his time. He also owns Whitestone Realty, LLC, a real estate rental business, and works as an independent agent for Premier Planning Group, Inc., dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations17 states
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