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Andrea Leigh Austin

WWM Financial

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About Andrea Leigh Austin

Andrea Leigh Austin is an Investment Advisor Representative with WWM Financial, registered with the state of California. Andrea is a dedicated financial professional who has a proven track record of helping individuals and families achieve their financial goals. Andrea has extensive experience in the financial services industry. Andrea specializes in retirement planning, investment management, and financial planning for individuals and families. Andrea is committed to providing personalized financial advice and guidance to her clients. Andrea holds a Series 65 license and is registered as an Investment Advisor Representative in the state of California. Andrea is a highly motivated and results-oriented individual with a strong work ethic and a passion for helping others achieve their financial goals.

Firm Information

Andrea Austin is currently registered with WWM Financial. WWM Financial is an investment advisor based in Carlsbad, CA. They manage approximately $279,424,937 in assets for 1,452 clients, including high-net-worth individuals, corporations, pension plans, and individuals. The firm provides financial planning, portfolio management for individuals, and educational seminars. They are registered with the SEC under number 801-72588.
WWM Financial

2131 PALOMAR AIRPORT RD.

CARSLBAD, CA 92011

$279.42M

Assets Under Management

Not reported

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrea Austin’s Registration & Firm History

CA

07/08/2021 - Present

WWM Financial (Carlsbad CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Leigh Austin.
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