Unclaimed
Andrew Clayton Roush is an investment advisor representative with Vanguard Advisers, Inc. Andrew is also registered with the states of North Carolina and Texas as an investment advisor representative. Before joining Vanguard Advisers, Inc., Andrew was employed at EQUITABLE ADVISORS, LLC. Andrew has experience in providing financial planning services and portfolio management for businesses and individuals.
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.
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.
1
2
NC
05/17/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NC
05/27/2020 - 05/05/2021
EQUITABLE ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 08/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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