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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew John Walkington is an investment advisor representative, licensed in 19 states with Equity Services, Inc. located in Salt Lake City, Utah. Andrew has been in the financial services industry since 2012 and specializes in individual portfolio management, financial planning, pension consulting and educational seminars. Andrew John Walkington has his Series 63, Series 65, and Series 7TO licenses and is a registered representative of both FINRA and the state of Utah. Equity Services, Inc. is a large investment firm with over 400 licensed agents, 450 investment advisor representatives and a total of 11558 client accounts. The firm's advisory services include financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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.
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2
UT
04/14/2021 - Present
Equity Services, Inc. (SALT LAKE CITY UT)
IA
Issued 04/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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