Unclaimed
Andrews Thomas Barker is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Andrews has been in the financial industry for over four years, working primarily in Lexington, KY. Andrews has a Series 7, Series 66, and SIE license and holds the Certified Financial Planner designation. Andrews primarily works with high-net-worth individuals, corporations, and pension and profit sharing plans. Andrews offers financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and educational seminars.
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
KY
05/12/2023 - Present
Raymond James Financial Services Advisors, Inc. (Lexington KY)
KY
07/23/2019 - 05/12/2023
RAYMOND JAMES & ASSOCIATES, INC. (LEXINGTON KY)
BOTH
Issued 08/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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