Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Dodds is a Chartered Financial Analyst who has been working in the financial industry for over 10 years. Andrew has experience in a variety of roles, including portfolio management and research. Andrew is currently a Registered Investment Advisor Representative (IAR) with Crown Oak Advisors, LLC, where Andrew specializes in providing investment advice and portfolio management services to individuals and families. Andrew is a strong advocate for financial literacy and believes that everyone should have access to the information and resources they need to make informed financial decisions.
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.
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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CA
08/17/2020 - Present
Crown OAK Advisors (PIEDMONT CA)
Active
Inactive
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