Unclaimed
Andrew Tipton is a financial advisor who has been in the industry since 2020. Andrew has a Series 7, Series 66, and SIE license. Andrew is currently registered with IHT Wealth Management LLC, a firm that manages over $1 billion in assets. Andrew has been providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrew is also a Certified Financial Planner.
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.
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.
Financial planning fees
1
2
KS
01/07/2021 - Present
IHT Wealth Management LLC (EL DORADO KS)
BOTH
Issued 01/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Andrew Tipton is the right advisor for you? Invested Better is here to help.