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Andrew Mcilvain

9 Years of Experience
Cary, NC
Broker

Andrew Mcilvain is a registered investment advisor at Cetera Investment Advisers LLC, based in Cary, NC, with 9 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

5001 Weston Parkway Suite 200, Cary, NC, 27513

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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 a Senior Retirement Services Consultant at Financial Directions, LLC, providing consultative services for qualified retirement plans and wealth management. This takes about a full quarter of his time, including during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 6 mos
Cetera Advisors LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Adp Broker-Dealer, INC.Broker
July 2016 - June 2024 · 7 yrs 11 mos
State Registrations2 states
NCVA
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.