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Andy Cota
Andy Cota

Andy Cota

Relationship Manager

August 26, 2014 by casey Leave a Comment

Andy joined Secure Investment Management in 2014. Before joining SIM, he worked with Edward Jones Financial as a Series 7 licensed Registered Representative.

While there he learned the fundamental values of putting client’s interests first and using comprehensive financial planning as a roadmap to long-term financial success.  He is a graduate of the University of Arizona.

As a SIM Relationship Manager, Andy is committed to providing the highest level of customer service to his clients and the advisors with which he works. His roles include developing customized investment portfolios and providing ongoing education to his clients and his team of advisors.

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Secure Investment Management, LLC (SIM) is a federally registered investment adviser under the Investment Advisers Act of 1940 that maintains a principal place of business in the State of Arizona. Registration as an investment adviser does not imply a certain level of skill or training. SIM may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SIM's registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov .

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