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Gus Leno Andrews

Osaic Wealth, Inc.

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About Gus Leno Andrews

Gus Andrews is a financial advisor with over 30 years of experience in the industry. Gus has a wide range of experience in the financial services industry, including investment advisory through broker dealer's corporate RIA and Russell (third party manager). Gus has held various roles in the industry, including Partner at IKEMOR CO INC and Partner at HARLEY ROY LLC. Gus has expertise in various areas, including financial planning, pension consulting, and portfolio management for businesses and individuals. Currently, Gus is registered with Osaic Wealth, Inc. and holds registrations in several states, including NC, PA, TX, VA, and WV.

Firm Information

Gus Andrews is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a Corporation headquartered in SCOTTSDALE, AZ, United States. The firm was formed on 1988-08-05 and is currently approved. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They participate in wrap fee programs and manage approximately $94.56 billion in regulatory assets under management.
Osaic Wealth, Inc.

1507 HUGUENOT RD

MIDLOTHIAN, VA 23113

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gus Andrews’s Registration & Firm History

VA

09/01/2023 - Present

Osaic Wealth, Inc. (MIDLOTHIAN VA)

VA

10/31/2005 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (MIDLOTHIAN VA)

AZ

02/28/1996 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NY

11/20/1995 - 03/01/1996

VTR CAPITAL, INC. (NEW YORK NY)

NY

08/25/1993 - 11/21/1995

L.C. WEGARD & CO., INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 4/5/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 8/31/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/9/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 2/5/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Gus Leno Andrews. Review regulatory record here.
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