Andrew
Lofton
Cetera Investment Advisers LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Lofton is a financial advisor operating in Franklin, Tennessee with a total of 1 year of industry experience. Lofton currently works for Cetera Investment Advisers LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Greg Oliver Agency, Inc, Starbucks Coffee Corporation, Bank Of America, N.A, Regions Bank, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Lofton holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Tennessee. Cetera Investment Advisers LLC is a company operating out of Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 financial advisors. It administers $33 billion in assets among its 176,986 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 431 charities and foundations. Of its 176,986 accounts, 23% are associated with high-net-worth individuals who have more than $1 million in assets. Cetera Investment Advisers LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the services provided. However, fees charged by Cetera Investment Advisers LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Lofton Work History
Andrew has been registered as a financial advisor for 1 years.*
Regions Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Greg Oliver Agency, Inc
Starbucks Coffee Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Lofton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
San Marino, CA
Oklahoma City, OK
Philadelphia, PA
Irvine, CA
Anaheim, CA
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
