Michael Westwick
Michael Westwick is a registered investment advisor at Cetera Investment Advisers LLC, based in Centreville, VA, with 9 years of industry experience. Michael 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
14810 Harvest Ct, Centreville, VA, 20120
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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
Michael is an agent for Avantax Insurance Agency, LLC, selling equity indexed annuities and potentially other insurance products. He also owns Potomac Wealth & Tax LLC, where he prepares tax returns, performs tax planning and bookkeeping, and provides wealth management services through Avantax, dedicating nearly full-time hours to this. Additionally, Michael owns and manages two rental properties, spending minimal time on each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Integrated Wealth Concepts LLC
Sc&h Financial Advisors, INC.
Triad Advisors, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations7 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.