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Andrea Leigh Baase

J.w. Cole Financial, Inc.

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About Andrea Leigh Baase

Andrea Leigh Baase is a financial advisor with over 20 years of experience in the industry. Andrea is currently registered with J.w. Cole Financial, Inc. in Florida and Kansas. Andrea has also previously held positions with Raymond James Financial Services, Inc., Raymond James & Associates, Inc., Carillon Fund Distributors, Inc., GWN Securities Inc., Franklin/Templeton Distributors, Inc., Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Andrea holds Series 7, Series 24 and Series 63 securities licenses.

Firm Information

Andrea Baase is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

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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Andrea Baase’s Registration & Firm History

FL

05/10/2021 - Present

J.w. Cole Financial, Inc. (TAMPA FL)

FL

01/30/2020 - 10/08/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

01/19/2017 - 10/08/2020

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

01/19/2017 - 03/21/2019

CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

04/19/2006 - 01/17/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

07/07/2005 - 04/05/2006

GWN SECURITIES INC. (PALM BEACH GARDENS FL)

CA

11/12/2003 - 07/05/2005

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

IN

01/18/2000 - 11/03/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

01/18/2000 - 11/03/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 10/18/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Leigh Baase.
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