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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 Nevin is a financial advisor with Lion Street Advisors, LLC, with over 20 years of experience in the financial services industry. Andrew is registered as a Broker-Dealer and Investment Advisor Representative in multiple states. Andrew specializes in financial planning, portfolio management, and pension consulting for individuals and businesses. Andrew is committed to providing personalized financial advice and 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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Lion Street Advisors, LLC (San Ramon CA)
CA
06/30/2006 - 08/02/2019
AMERITAS INVESTMENT CORP. (San Ramon CA)
CA
02/11/1999 - 06/30/2006
CARILLON INVESTMENTS, INC. (DANVILLE CA)
IA
Issued 09/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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