Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Andrews is a financial advisor with over 17 years of experience in the industry. John is currently registered with Charles Schwab & Co., Inc. in Southlake, TX. Previously, John has worked with CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., VALIC FINANCIAL ADVISORS, INC., IVY FUNDS DISTRIBUTOR, INC., WADDELL & REED, INC., AXA ADVISORS, LLC and FIDELITY BROKERAGE SERVICES LLC. John holds Series 63, Series 24, SIE and Series 7 licenses. John specializes in retirement planning, financial planning and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/01/2020 - Present
Charles Schwab & CO., Inc. (Southlake TX)
TX
11/01/2017 - 04/21/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
06/23/2017 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
08/21/2013 - 06/23/2017
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
KS
10/04/2006 - 04/12/2013
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
KS
10/04/2006 - 04/12/2013
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
03/10/2006 - 05/05/2006
AXA ADVISORS, LLC (DALLAS TX)
RI
06/08/2005 - 11/30/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 06/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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