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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bell Wisdom is a financial advisor currently registered with Captrust in New Orleans, LA. Andrew has been a financial advisor since 2006. Prior to joining Captrust, Andrew was a financial advisor with Purshe Kaplan Sterling Investments, Battenkill Capital, Inc., and Teton Investment Partners, LLC. Andrew specializes in providing financial planning, portfolio management, and pension consulting to high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. Andrew holds Series 7 and Series 24 licenses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
LA
01/21/2022 - Present
Captrust (New Orleans LA)
LA
08/20/2007 - 09/21/2010
PURSHE KAPLAN STERLING INVESTMENTS (NEW ORLEANS LA)
LA
11/22/2006 - 06/05/2007
BATTENKILL CAPITAL, INC. (NEW ORLEANS LA)
LA
09/12/2006 - 01/03/2007
TETON INVESTMENT PARTNERS, LLC (NEW ORLEANS LA)
BC
Issued 02/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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