Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Buchanan is a financial advisor in Lexington, Kentucky with over 8 years of experience in the financial services industry. Andrew is currently registered with AssuredPartners Investment Advisors as a Registered Representative. Prior to this, Andrew was with Kestra Investment Services, LLC in Lexington, KY. Andrew has a Series 66 and a Series 7 license. Andrew is also licensed to provide investment advice in Kentucky. Andrew's firm has a total of 139 clients and manages approximately $179 million in assets. AssuredPartners Investment Advisors provides financial planning, portfolio management, and educational seminars to individuals and businesses.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
KY
06/11/2024 - Present
Assuredpartners Investment Advisors (Lexington KY)
KY
02/17/2023 - 06/11/2024
KESTRA INVESTMENT SERVICES, LLC (Lexington KY)
KY
04/11/2016 - 01/04/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 03/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Buchanan is the right advisor for you? Invested Better is here to help.
