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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 Porterfield is a financial advisor with Raymond James Financial Services Advisors, Inc. Andrew has been in the financial services industry since 2000. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 9, 10, 63 and 66 securities licenses. Andrew has specialized in providing financial planning, portfolio management, investment company products and retirement planning. Prior to joining Raymond James Financial Services Advisors, Inc., Andrew worked at Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and TIAA-CREF Individual & Institutional Services, LLC. Andrew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
06/23/2015 - Present
Raymond James Financial Services Advisors, Inc. (Lafayette CO)
CO
01/17/2014 - 06/23/2015
WELLS FARGO ADVISORS, LLC (LONGMONT CO)
CO
10/01/2012 - 01/22/2014
J.P. MORGAN SECURITIES LLC (LOUISVILLE CO)
CO
06/22/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAFAYETTE CO)
CO
02/09/2011 - 06/07/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
NC
05/25/2006 - 01/31/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (JACKSONVILLE NC)
NC
11/26/2004 - 06/13/2006
A. G. EDWARDS & SONS, INC. (SHALOTTE NC)
FL
07/29/2003 - 12/02/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
07/01/2002 - 07/31/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
01/18/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 06/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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