Unclaimed
Andrew Logan Poidevant is a financial advisor at LPL Financial LLC with over 7 years of experience in the financial services industry. Andrew is a registered representative in Florida and South Carolina. Andrew has a strong background in providing investment advice and financial planning services to individuals, corporations, and other entities. Andrew holds a Series 7, Series 10, Series 9, Series 24, Series 63, and SIE license.
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.
1
2
SC
09/02/2022 - Present
LPL Financial LLC (FORT MILL SC)
FL
08/10/2015 - 07/29/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/03/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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