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 Stout is a financial advisor with over 20 years of experience in the industry. Andrew has previously been registered with firms such as Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc.. Currently, Andrew is registered with Tactivest, LLC as a Registered Investment Advisor in California and Texas. Andrew's areas of specialization include providing financial planning and portfolio management for individuals, as well as for businesses, charitable organizations, and pension and profit-sharing plans. Andrew also holds a California Insurance License, and is a founder and CEO of CamDay LLC and Acacia Private Wealth.
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.
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.
Specialty consulting fees
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2
CA
03/06/2023 - Present
Tactivest, LLC (SAN FRANCISCO CA)
CA
10/05/2012 - 09/03/2019
RAYMOND JAMES & ASSOCIATES, INC. (BEVERLY HILLS CA)
CA
10/30/2009 - 09/14/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
05/20/2004 - 11/05/2009
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
NY
12/18/2002 - 04/27/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/08/2003 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
01/19/1999 - 12/10/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
10/02/1997 - 10/30/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
01/07/1997 - 08/15/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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