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Andrew Morton

7 Years of Experience
Lexington, NC
Broker

Andrew Morton is a registered investment advisor at Cetera Investment Advisers LLC, based in Lexington, NC, with 7 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

6123 Old Us Hwy 52, Lexington, NC, 27295

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is the treasurer for Welcome Booster Club, balancing the account and paying bills. This requires a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2018 - Present · 7 yrs 10 mos
Cetera Investment Services LLCBroker
May 2018 - Present · 8 yrs
State Registrations2 states
NCVA
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.