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Andrew Boyd

13 Years of Experience
Altoona, PA
Broker

Andrew Boyd is a registered investment advisor at Cetera Investment Advisers LLC, based in Altoona, PA, with 13 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

1425 11th Ave Lower Level, Altoona, PA, 16601

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Andrew is involved in several outside business activities. He operates under the DBA Platinum Wealth Strategies, serves as treasurer for Ligonier Church of the Brethren, is a partner in BOBO Holdings LLC (real estate), and a co-owner/member of Boyd Management LLC (tax purposes).

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
September 2019 - Present · 6 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
February 2017 - May 2021 · 4 yrs 3 mos
Summit Brokerage Services, INC.Broker
September 2015 - September 2019 · 4 yrs
J.P. Turner & Company, L.L.C.Broker
February 2013 - September 2015 · 2 yrs 7 mos
State Registrations10 states
ALFLIAMDMNNCNYOHPASC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.