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Andrew Foster Viles

Canaccord Genuity Wealth Management (usa) Inc.

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About Andrew Foster Viles

Andrew Foster Viles is a financial professional with over 19 years of experience in the industry. He has been actively registered with the BC Securities Commission since May 2004. Andrew currently works at Canaccord Genuity Wealth Management (usa) Inc., a firm with a strong presence in Vancouver, BC. He also has experience with Canaccord Genuity LLC in Boston, MA. Andrew's expertise spans a wide range of investment areas, including investment banking, operations, and commodity futures. He holds licenses to operate in multiple states, including California, Massachusetts, New York, and Texas. Andrew's commitment to his clients is reflected in his focus on providing tailored investment advice and portfolio management services.

Firm Information

Andrew Viles is currently registered with Canaccord Genuity Wealth Management (usa) Inc.. Canaccord Genuity Wealth Management (usa) Inc. is a Corporation that has been in business since July 6, 1976. The firm is headquartered in VANCOUVER, BC, Canada. They manage approximately $92,579,399 in assets for 79 clients. The firm primarily provides portfolio management services for individuals. They are registered in 53 states and the District of Columbia.
Canaccord Genuity Wealth Management (usa) Inc.

1133 MELVILLE STREET

VANCOUVER, BC, V6E 4E5

$92.58M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Viles’s Registration & Firm History

NA

06/16/2023 - Present

Canaccord Genuity Wealth Management (usa) Inc. (VANCOUVER )

NA

08/16/2006 - 11/21/2008

CANACCORD CAPITAL CORPORATION USA, INC. (VANCOUVER )

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Licenses & Designations

BC

Issued 03/18/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2006

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/20/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2013

Series 3 - National Commodity Futures Examination

BC

Issued 11/19/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew Foster Viles.
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