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Andrew J Dill

Sunstreet Securities, LLC

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About Andrew J Dill

Andrew Dill is a licensed securities professional with experience in the financial services industry. Andrew is currently registered with Sunstreet Securities, LLC in Arizona and is also registered in Colorado, New Mexico, and Washington. Prior to Sunstreet Securities, Andrew worked at Legend Equities Corporation in Arizona. Andrew has successfully completed the Series 66, SIE, and Series 7 exams, demonstrating his knowledge and understanding of the financial markets. Andrew specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Andrew Dill is currently registered with Sunstreet Securities, LLC. Sunstreet Securities, LLC is a Limited Liability Company formed in January 2006. Headquartered in [Main Office Address], the firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sunstreet Securities, LLC is registered with the SEC and in 38 states.

$5.70M

Assets Under Management

51

Total Clients

17

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Referral fees from tpas

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Andrew Dill’s Registration & Firm History

AZ

04/02/2013 - Present

Sunstreet Securities, LLC (AVONDALE AZ)

AZ

10/18/2010 - 06/27/2012

LEGEND EQUITIES CORPORATION (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 03/25/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew J Dill.
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