Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lalley is a financial advisor with Steward Partners Investment Advisory, LLC, a firm with over 20,000 clients and over $20 billion in assets under management. Andrew is a Certified Financial Planner™ and has over 4 years of experience in the financial services industry. Andrew has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Andrew Lalley is registered with the Securities and Exchange Commission and is also registered in over 30 states. Andrew previously worked at Raymond James Financial Services, Inc., and has experience in providing financial advice to individuals, families, 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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DC
01/08/2024 - Present
Steward Partners Investment Advisory, LLC (Washington DC)
DC
10/30/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
BOTH
Issued 02/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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