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 Smith is a financial advisor with over five years of experience in the industry. Andrew is registered with both LPL Financial LLC and Consolidated Financial Management Corp.. Andrew holds Series 7TO, SIE, and Series 66 licenses. Andrew has been a financial advisor for over five years. In addition to LPL Financial LLC and Consolidated Financial Management Corp., Andrew has previously been employed by Golden State Wealth Management, LLC, Nike Employee Store and Skyhawks Sports Academy. Andrew offers financial planning, portfolio management for individuals and businesses, educational seminars, and consulting services. Andrew is licensed in California, Oregon, 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.
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
OR
07/11/2024 - Present
LPL Financial LLC (BEAVERTON OR)
BOTH
Issued 12/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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