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Andrew Mcdowell

10 Years of Experience
Bethany, IL
BrokerSells Insurance

Andrew Mcdowell is a registered investment advisor at Cetera Investment Advisers LLC, based in Bethany, IL, with 10 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

59 Cardinal Drive, Bethany, IL, 61914

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Andrew sells life, disability, and annuity insurance products as an insurance agent with various companies, dedicating minimal time to this activity. He is also a registered representative with Central Illinois Group LLC DBA Lifewise Wealth Advisors, spending about a quarter of his time on financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2019 - June 2023 · 4 yrs 5 mos
Ipi Wealth Management, INC.
June 2016 - February 2019 · 2 yrs 8 mos
Investment Planners, INC.Broker
January 2016 - February 2019 · 3 yrs 1 mo
State Registrations4 states
ILINMINC
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.
Andrew Mcdowell - Financial Advisor | TrueAdvisor