Unclaimed
Andrew Carroll Harrison is a financial advisor at KEY Capital Management, Inc. Andrew holds the Series 66, Series 7, and SIE licenses. Andrew has been in the financial industry for more than 6 years. Andrew has experience at CETERA Investment Services LLC and B. Riley Wealth Management. Andrew is registered with the state of Tennessee. Andrew specializes in Financial Planning and Portfolio Management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
05/20/2024 - Present
KEY Capital Management, Inc. (Hendersonville TN)
CA
10/10/2022 - 04/23/2024
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
TN
03/19/2018 - 09/23/2022
B. RILEY WEALTH MANAGEMENT (Nashville TN)
BOTH
Issued 06/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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