Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Payton is a financial professional with over 10 years of experience in the industry. Andrew is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and is licensed to provide investment advice and services in all 50 states. Andrew has a strong background in both financial planning and portfolio management. Andrew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Andrew has experience working with clients of all ages and backgrounds, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
07/28/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
05/16/2013 - 08/01/2013
BBVA SECURITIES INC. (DALLAS TX)
TX
02/28/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DALLAS TX)
TX
09/21/2009 - 01/06/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
05/13/2009 - 08/03/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
BC
Issued 04/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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