Unclaimed
Andrew Lamar has been in the financial services industry since 1993 and is a registered investment advisor. Andrew is currently with Raymond James Financial Services Advisors, Inc. Andrew is licensed to offer investment advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Andrew has a Series 6, 7, 9, 10, 63, and 65 securities license. Andrew has previously worked for EDWARD JONES and PRUDENTIAL SECURITIES INCORPORATED and PRUCO SECURITIES CORPORATION.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AL
03/16/2017 - Present
Raymond James Financial Services Advisors, Inc. (AUBURN AL)
AL
09/01/1995 - 02/04/2009
EDWARD JONES (AUBURN AL)
NY
02/22/1995 - 09/07/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/08/1993 - 03/21/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Lamar is the right advisor for you? Invested Better is here to help.