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Andrew Carrigan is an active financial advisor with over 29 years of experience in the industry. Andrew currently works as an investment advisor representative at Wells Fargo Advisors Financial Network, LLC and is registered in 10 states. Andrew has a strong background in investment management and has previously worked with firms like Morgan Stanley and Morgan Stanley Smith Barney. Andrew is also a registered Investment Advisor and holds Series 7, 31, and 65 licenses. Andrew specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
Investment consulting services to institutional clients
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
08/19/2016 - Present
Wells Fargo Advisors Financial Network, LLC (FRESNO CA)
CA
06/01/2009 - 08/26/2016
MORGAN STANLEY (FRESNO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRESNO CA)
CA
06/22/1994 - 04/02/2007
MORGAN STANLEY DW INC. (FRESNO CA)
IA
Issued 05/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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