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Andrew James allen Head

Journey Financial Management, LLC

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About Andrew James allen Head

Andrew Head is a financial advisor registered with Journey Financial Management, LLC, located in Bowling Green, Kentucky. He is a Certified Financial Planner with experience in the financial services industry. Andrew is licensed to provide financial planning and portfolio management services to individuals and businesses. He also teaches financial planning courses at Western Kentucky University and directs the Center for Financial Success, a financial literacy outreach initiative.

Firm Information

Andrew Head is currently registered with Journey Financial Management, LLC. Journey Financial Management, LLC is an independent financial advisory firm serving high-net-worth individuals and other individuals. The firm offers financial planning and portfolio management services. With 3 licensed agents and investment advisor representatives, Journey Financial Management, LLC manages approximately $22,204,865 in assets for 92 clients.

$22.20M

Assets Under Management

2

Total Clients

4

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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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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percentage of assets

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

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Andrew Head’s Registration & Firm History

KY

07/20/2010 - Present

Journey Financial Management, LLC (BOWLING GREEN KY)

KY

06/26/2009 - 03/08/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOWLING GREEN KY)

KY

09/06/2007 - 06/30/2009

PROSPERA FINANCIAL SERVICES, INC. (GLASGOW KY)

AR

01/25/2007 - 07/20/2007

UVEST FINANCIAL SERVICES GROUP, INC. (JONESBORO AR)

KY

05/24/2004 - 01/05/2007

WACHOVIA SECURITIES, LLC (BOWLING GREEN KY)

MN

03/10/2004 - 05/10/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/10/2004 - 05/10/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew James allen Head.
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