Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Dodd is a financial advisor with Abound Wealth Management, LLC. Andrew has been in the financial services industry since February 2019. Andrew is a Certified Financial Planner and holds the Series 7TO and Series 63 licenses. Andrew’s professional experience includes previous roles with Northwestern Mutual Investment Services, LLC and Green & Associates.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
Fees for speaking engagements
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TN
01/09/2023 - Present
Abound Wealth Management, LLC (FRANKLIN TN)
TN
04/17/2019 - 04/19/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN TN)
BC
Issued 05/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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