Thomas Xavier West
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Orangetheory FitnessJun 2024 to Oct 2024
- Michael Salomon CpaJul 2023 to Dec 2023
- Orangetheory FitnessOct 2022 to May 2024
- Sabre ConstructionMay 2022 to Aug 2022
- Nelson FarmsJan 2022 to May 2022
- Blackrock CoffeeOct 2021 to Feb 2022
- Three Stories DownMay 2021 to Aug 2021
- Vasa FitnessJan 2021 to Mar 2021
- La FitnessJul 2020 to Nov 2020
- University of ArizonaAug 2019 to May 2024
- UnemployedMay 2019 to Aug 2019
- Rubios Costal GrillApr 2016 to Sep 2017
- Corona Del SolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7966030
- Firm CRD
- 105644