Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Clark is an investment advisor representative for Lexaurum Advisors, a firm headquartered in Overland Park, Kansas. Andrew has extensive experience in the financial services industry. Andrew has a strong background in investment advisory services, providing financial planning and portfolio management for individuals and corporations. Andrew's professional experience includes roles at Northwestern Mutual Investment Services, LLC, CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC. and VSR FINANCIAL SERVICES, INC. Andrew has also served as a consultant for Phillips Programs, the Tyson Corner Chamber of Commerce and Andrew Clark, a marketing consulting business. Andrew has passed Series 6, 7, 63 and 65 exams. Andrew has held a Registered Representative (Series 6, 7) license and an Investment Adviser Representative (Series 65) license in various states throughout their career.
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.
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.
Monthly fee
1
2
DC
01/01/2025 - Present
Lexaurum Advisors (Washington DC)
DC
09/20/2019 - 04/20/2021
CETERA ADVISOR NETWORKS LLC (WASHINGTON DC)
DC
06/16/2017 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (WASHINGTON DC)
DC
04/29/2015 - 08/22/2016
VSR FINANCIAL SERVICES, INC. (WASHINGTON DC)
VA
03/19/1987 - 03/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)
WI
04/30/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/19/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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