Ida West is a registered investment advisor at Cetera Investment Advisers LLC, based in Tigard, OR, with 12 years of industry experience. Ida 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
13221 SW 68th Pkwy, #460, Tigard, OR, 97223
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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.
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Ida is a speaker for American Financial Educators, conducting financial education workshops, and a chapter president for American Financial Education Alliance (AEFA), teaching workshops on Social Security and Medicare. These activities each require minimal time.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
Country Capital Management CompanyBroker
State Registrations9 states
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.