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Andrew M

Series 63, Series 65

Laguna Hills, CA

Cetera

Andrew Markham is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Cetera and its affiliates since 2022, following 14 years at First Allied Securities and ongoing involvement with Markham Financial Services, Inc. Markham volunteers with nonprofit organizations, including serving as a board member for Caring Cetera and participating in charity bike rides for multiple sclerosis. He is also a writer for A Travel Mobius. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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