Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Clark is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Andrew has been in the industry since 2012 and has a Series 7, Series 63, and Series 65 licenses. Andrew is registered with the state of Tennessee and North Carolina. Andrew is also registered as an investment advisor representative with Cambridge Investment Research, Inc. in the state of Texas. Andrew Clark is committed to providing sound financial advice to individuals, families, and businesses. Andrew has experience in financial planning, portfolio management, and retirement planning. Andrew Clark is dedicated to 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.
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.
Solicitation fees from 3rd party money managers
1
2
TN
05/27/2020 - Present
Cambridge Investment Research Advisors, Inc. (Etowah TN)
NC
07/27/2012 - 07/09/2013
AXA ADVISORS, LLC (RALEIGH NC)
IA
Issued 01/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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