Alissa Beach
Alissa Beach is a registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 3 years of industry experience. Alissa 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
11433 Olde Cabin Rd, Ste 250, St Louis, MO, 63141
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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
Alissa is an insurance agent selling life, disability, annuities, and long-term care products, dedicating a few hours per week. She also works as a financial coordinator for Walsh Financial Services, LLC, spending full-time hours on administration.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations21 states
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