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Andrea L Batey

Farther

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About Andrea L Batey

Andrea Batey is an investment advisor representative for Farther. Andrea has been in the industry for over 24 years and has a Series 7, Series 63, and Series 65 licenses. Andrea has worked at Wells Fargo Advisors Financial Network, LLC and Citigroup Global Markets Inc., prior to joining Farther. Andrea specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Andrea Batey is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Batey’s Registration & Firm History

CA

01/13/2025 - Present

Farther (SAN FRANCISCO CA)

MO

06/04/2009 - 09/06/2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SPRINGFIELD MO)

MO

07/30/1999 - 06/16/2009

CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD MO)

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Licenses & Designations

IA

Issued 10/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea L Batey.
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