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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lamar is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Auburn, AL. Andrew Lamar has been in the financial services industry since 1993. Andrew Lamar holds Series 6, 7, 9, 10, 63, and 65 licenses and is registered in 31 states. In addition to being a registered investment advisor, Andrew Lamar is also a licensed real estate agent and a patent holder. Andrew Lamar's specializations include retirement planning, college savings, and estate planning. Andrew Lamar provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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 4/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/7/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 4/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 2/4/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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