Drew Goodrich
Drew Goodrich is a registered investment advisor at Cetera Investment Advisers LLC, based in Flint, MI, with 14 years of industry experience. Drew 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
5091 W Pierson Rd, Flint, MI, 48504
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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
Drew is an investment services employee at Dort Financial Credit Union since 2020, dedicating full-time hours to this role. Since 2015, Drew also works as an insurance agent, selling life insurance, annuities, and long-term care products for various companies, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
PNC Investments
PNC InvestmentsBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations12 states
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