Andrew Doan is a registered investment advisor, based in Louisville, KY, with 10 years of industry experience.
Location
2011 Lake Point Way #101, Louisville, KY, 40223
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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
Andrew works as an independent contractor for Davis Financial Services, Inc. He is also an insurance agent and a financial planner for Davis, Mayfield and Associates, dedicating full-time hours to each. Additionally, Andrew is the Vice President of DFS Tax LLC, spending about a quarter of his time on non-CPA accounting and tax preparation.
Employment History
Current Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations6 states
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