Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Metcalf is a financial advisor with over 13 years of experience in the financial services industry. Andrew is currently registered with LPL Financial LLC, a national brokerage firm, and has a Series 66, Series 7, Series 3, Series 4, Series 9, Series 10, and Series 24 licenses. Andrew has previously worked at several other firms, including Morgan Stanley, Wunderlich Securities, Inc., Raymond James Financial Services, Inc., and Raymond James & Associates, Inc. Andrew's experience includes working with both individual and corporate clients, providing financial planning, investment management, and other advisory services. Andrew has a passion for helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
04/15/2021 - Present
LPL Financial LLC (MEMPHIS TN)
TN
03/12/2015 - 05/18/2021
MORGAN STANLEY (MEMPHIS TN)
TN
08/23/2013 - 02/19/2015
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
FL
03/01/2013 - 08/27/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TN
02/13/2013 - 02/26/2013
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
09/21/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
01/22/2010 - 09/20/2010
MML INVESTORS SERVICES, INC. (CORDOVA TN)
TN
07/31/2008 - 01/04/2010
MORGAN KEEGAN & COMPANY, INC. (JACKSON TN)
BOTH
Issued 09/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2018
Series 4 - Registered Options Principal Examination
BC
Issued 10/23/2018
Series 24 - General Securities Principal Examination
BC
Issued 11/29/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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