Unclaimed
Andrew Harrison Digby is an Investment Advisor Representative at Captrust in Brentwood, Tennessee. Andrew has been in the industry since 2011, and is a Certified Financial Planner. Andrew has a Series 65 license. Andrew is also a board member for the Financial Planning Assoc of Middle TN and The Well Coffee House. Captrust is a firm with 718 investment advisor representatives and 407 registered representatives. The firm manages approximately $852 billion in assets.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TN
12/21/2022 - Present
Captrust (Brentwood TN)
IA
Issued 11/28/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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