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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 Farrell is an investment advisor representative with Concurrent Investment Advisors, LLC in San Diego, CA. Andrew has over 20 years of experience in the financial services industry, specializing in financial planning, portfolio management for individuals, and selection of other advisors. Andrew has a strong background in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Andrew holds the Series 6, 7, 65, and 66 securities licenses. Andrew is a Registered Investment Advisor (RIA) and is active in the state of California.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/24/2023 - Present
Concurrent Investment Advisors, LLC (San Diego CA)
CA
06/19/2019 - 05/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
10/29/2014 - 10/26/2018
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
MD
09/12/2014 - 11/19/2014
LPL FINANCIAL LLC (ROCKVILLE MD)
MD
03/11/2010 - 09/12/2014
FINANCIAL TELESIS INC (ROCKVILLE MD)
NJ
01/01/2009 - 08/19/2009
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (MARLTON NJ)
NJ
03/24/2005 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (MARLTON NJ)
NC
07/26/2002 - 12/13/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
11/20/2000 - 04/03/2001
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
IA
Issued 07/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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