BA
BA

Brandon an

8 Years of Experience
Irvine, CA
Broker

Brandon an is a registered investment advisor at Cetera Investment Advisers LLC, based in Irvine, CA, with 8 years of industry experience. Brandon 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

19540 Jamboree Road Suite 150, Irvine, CA, 92612

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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 Activities

Brandon performs bank tasks and customer service. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2017 - Present · 9 yrs 1 mo
Cetera Investment Services LLCBroker
April 2017 - Present · 9 yrs 1 mo
State Registrations1 state
CA
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.
Brandon an - Financial Advisor | TrueAdvisor