Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Vanbibber Brawley has been active in the financial industry since 1997 and has held various positions at several firms, including Raymond James Financial Services, Inc., Morgan Stanley DW Inc., PaineWebber Incorporated, and Van Kampen American Capital Distributors, Inc. Andrew currently works for Titleist Asset Management, LLC, serving as an Investment Adviser Representative. His expertise spans financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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2
TX
04/17/2023 - Present
Titleist Asset Management, LLC (SAN ANTONIO TX)
TX
08/01/2006 - 09/10/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dripping Springs TX)
TX
06/12/2000 - 08/03/2006
MORGAN STANLEY DW INC. (AUSTIN TX)
NJ
03/27/1998 - 06/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
07/07/1997 - 03/26/1998
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 06/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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