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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Grantham is an Investment Advisor Representative associated with Evoke Advisors. Andrew is registered with the state of California and has been in the industry since June 2022. Andrew has passed the Uniform Investment Adviser Law Examination, which is commonly known as the Series 65 exam. The firm has a main office in Los Angeles, California. Evoke Advisors is a firm that specializes in Financial Planning, Pension Consulting, and Educational Seminars. The firm specializes in serving charitable organizations, high-net-worth individuals, and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Administrtive service, financial planning, and sub-advisory fees
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CA
10/17/2022 - Present
Evoke Advisors (LOS ANGELES CA)
IA
Issued 10/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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