Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Condon is a financial advisor with over 24 years of experience in the industry. Andrea has been with LPL Financial LLC since 2005, and holds a Series 7, Series 24 and Series 63 license, as well as a Series 65 license. Andrea has a strong track record of providing financial advice to individuals, families, and businesses. Andrea is passionate about helping her clients achieve their financial goals. Andrea is also committed to providing her clients with personalized attention and exceptional service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
09/20/2005 - Present
LPL Financial LLC (FREDERICKSBURG TX)
IN
01/28/2000 - 09/20/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/28/2000 - 09/20/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/20/1998 - 01/03/2000
NEUBERGER BERMAN, LLC (NEW YORK NY)
IA
Issued 11/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1987
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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