Drake Hess is a registered investment advisor at Cetera Investment Advisers LLC, based in Lancaster, SC, with 3 years of industry experience. Drake 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
401 N Main St, Lancaster, SC, 29720
Get directionsHistory
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 Activities
Drake works full-time as an Investment Advisor at Hess Financial Planning Inc and spends about half his time as a Tax Advisor at Hess Tax & Accounting Group LLC. He also serves as Treasurer for Moriah Baptist Association, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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.