linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew R Lundin

Corient

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew R Lundin

Andrew R. Lundin is a financial advisor with Corient, a firm based in Miami, Florida. Andrew has been in the industry since 2008 and is licensed in Florida and Texas. Andrew is a Certified Financial Planner. Prior to joining Corient, Andrew was with Harris Investor Services, Inc. in Buffalo Grove, Illinois. Andrew's experience includes working with corporations, individuals, high-net-worth individuals, charitable organizations, insurance companies, trusts, other investment advisors, pension plans, and pooled investment vehicles.

Firm Information

Andrew Lundin is currently registered with Corient. Corient, headquartered in Miami, FL, is an investment advisor with over 476 investment advisory professionals. They manage approximately $118 billion in assets for a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension plans. Their services include financial planning, portfolio management, pension consulting, and educational seminars. Corient is registered with the SEC under the SEC number 801-124978.
Corient

2 S BISCAYNE BLVD

MIAMI, FL 33131

$118.19B

Assets Under Management

1,341

Total Clients

452

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

% of assets under advisement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Lundin’s Registration & Firm History

FL

12/14/2022 - Present

Corient (MIAMI FL)

IL

10/30/2009 - 08/16/2011

HARRIS INVESTOR SERVICES, INC. (BUFFALO GROVE IL)

Not sure if Andrew R Lundin is right for you?

Licenses & Designations

BC

Issued 09/29/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew R Lundin.
Not sure if Andrew R Lundin is right for you?