Ida M. West

CETERA INVESTMENT ADVISERS LLC

TIGARD, OR 97223

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CRD#: 6243668

Professional summary

Ida May West is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tigard, Oregon and CETERA INVESTMENT SERVICES LLC located in Tigard, Oregon.

Ida is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Ida has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. SPEAKER FOR AMERICAN FINANCIAL EDUCATORS, FINANCIAL EDUCATION WORKSHOPS, 1/HR/WK 2. CHAPTER PRESIDENT FOR AMERICAN FINANCIAL EDUCATION ALLIANCE (AEFA), TEACH WORKSHOPS ON SOCIAL SECURITY, MEDICARE, 1/HR/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ida May West's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 13221 Sw 68th Pkwy #460, Tigard, OR 97223

RIA

CRD#: 105644

TIGARD, OR

Current

July 15, 2024 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 13221 Sw 68th Pkwy #460, Tigard, OR 97223

CRD#: 15340

TIGARD, OR

Past

November 1, 2022 - July 15, 2024

OSAIC FA, INC.

RIA

CRD#: 3978

Portland, OR

Past

November 1, 2022 - July 15, 2024

OSAIC FA, INC.

CRD#: 3978

Portland, OR

Past

March 18, 2019 - October 4, 2022

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

PORTLAND, OR

Past

March 18, 2019 - October 4, 2022

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

PORTLAND, OR

Past

January 5, 2016 - March 27, 2019

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PORTLAND, OR

Past

December 14, 2015 - March 27, 2019

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

PORTLAND, OR

Past

March 19, 2015 - July 30, 2015

EDWARD JONES

RIA

CRD#: 250

PORTLAND, OR

Past

November 25, 2014 - July 30, 2015

EDWARD JONES

CRD#: 250

PORTLAND, OR

Past

September 17, 2013 - December 5, 2014

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

WOOD VILLAGE, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/15/2024)

California
(7/15/2024)

Colorado
(7/15/2024)

Idaho
(7/15/2024)

Michigan
(7/15/2024)

Oregon
(7/15/2024)

IAR

Oregon
(7/15/2024)

Texas
(7/15/2024)

IAR

Texas
(7/15/2024)

Washington
(7/15/2024)

West Virginia
(7/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/9/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/20/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/16/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ida M. West

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ida May West's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

OSAIC FA, INC.

OSAIC FA, INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

COUNTRY CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/9/2015

Series 63

Date: 9/20/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2014

Series 6

Date: 9/16/2013

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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