WM
WM

West Meyers

3 Years of Experience
Grapevine, TX
Broker

West Meyers is a registered investment advisor at Cetera Investment Advisers LLC, based in Grapevine, TX, with 3 years of industry experience. West 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

Grapevine, TX

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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

West works as a freelance musician, performing at various events and venues since 2017. This activity involves owning equipment, recording music, and organizing events, taking about a quarter of West's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLC
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Avantax Advisory Services
October 2023 - September 2025 · 1 yr 11 mos
Avantax Investment Services, INC.Broker
December 2022 - September 2025 · 2 yrs 9 mos
State Registrations1 state
TX
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.
West Meyers - Financial Advisor | TrueAdvisor