Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Roberts is a financial advisor at Financial Advisory Corp. Andrew holds a Series 65 license and is a Certified Financial Planner. Andrew has been with Financial Advisory Corp. since February 2001 and is currently registered in Michigan. Andrew focuses on providing financial planning and portfolio management for individuals and businesses. Financial Advisory Corp. manages over $913 million in assets for over 1,180 clients.
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.
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.
Combination of assets under management, net worth, and base fee.
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MI
08/25/2010 - Present
Financial Advisory Corp. (GRAND RAPIDS MI)
IA
Issued 06/10/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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