Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Morrall Duggan is a financial advisor with LPL Financial LLC, a firm with over 1,900,000 client accounts and more than $50 billion in assets under management. Andrew has been in the financial industry for over 2 years. He has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. He is a licensed Series 99TO and SIE representative. Before joining LPL Financial LLC, Andrew worked at Avantax Investment Services, Inc..
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.
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2
CA
03/27/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
08/16/2021 - 02/21/2024
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
BC
Issued 08/16/2021
Series 99TO - Operations Professional Examination
BC
Issued 06/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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