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Andrew James Doten is a financial advisor with Fiducient Advisors LLC. Andrew Doten is a Certified Financial Planner™ professional who has been working in the financial services industry since 2014. Andrew Doten has been registered with Fiducient Advisors LLC since 2022, and previously worked with Lincoln Financial Advisors Corporation from 2015 to 2016. Andrew Doten specializes in providing financial planning and investment advice to individuals, families, and non-profit organizations. Andrew Doten is licensed to provide financial advice in Illinois and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Investment consulting for individuals and non profit organizations
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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IL
02/07/2023 - Present
Fiducient Advisors LLC (CHICAGO IL)
IL
03/15/2016 - 11/23/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
BOTH
Issued 06/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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