Andrew Parrott
Andrew Parrott is a registered investment advisor at Cetera Investment Advisers LLC, based in Lafayette, CA, 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
Firm Size
IM Fee
Assets Under Management
Location
3540 Wilkinson Lane #4, Lafayette, CA, 94549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the president of Lamorinda Rugby Football Club, spending a few hours per week on club operations. He also serves as secretary for Lafayette Water Polo Foundation, dedicating minimal time, and owns Clifford Square Wealth Advisors, a financial services business, taking nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Edward Jones
Edward JonesBroker
State Registrations12 states
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