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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Doan is a financial advisor with Cetera Investment Advisers LLC, a firm with approximately 104 billion dollars in assets under management. Andrew Doan has been in the industry since 2015. Andrew Doan is licensed to provide financial advice in Kentucky, Texas, Florida, Indiana, Iowa, Ohio, and Oregon. Andrew Doan provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Andrew Doan is also a Vice President at DFS Tax LLC, a non-CPA accounting and/or tax preparation firm. Andrew Doan has also been employed with First Allied Securities, Inc., First Allied Advisory Services, Inc., and First Allied Advisory Services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
09/10/2024 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
KY
06/26/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (LOUSIVILLE KY)
IA
Issued 08/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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