Amy Lacavera
Amy Lacavera is a registered investment advisor at Cetera Investment Advisers LLC, based in Bath, ME, with 13 years of industry experience. Amy 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
3 Olds Brunswick Road, Bath, ME, 04530
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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
Amy holds a board position with the Maine Association of Professional Accountants and provides accounting services for Bible Baptist Church. She also owns Tax Wise Financial Services, LLC, and is a partner in JAL93, LLC, a real estate partnership with her husband. Additionally, Amy is an insurance agent selling fixed and variable annuities and life insurance, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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