Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Andrews is a financial advisor registered with Advocate Investing Services and holds a Series 63, 65, 7, 24 and 26 licenses. Richard has been in the industry since 1996. Advocate Investing Services is a Registered Investment Advisor based in Woodbine, MD. Richard has experience with individuals, high-net-worth individuals, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
A percentage of the total value of assets under management is charged.
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MD
08/02/2016 - Present
Advocate Investing Services (WOODBINE MD)
TX
10/09/2001 - 05/11/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/09/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IN
08/03/2001 - 10/11/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/03/2001 - 10/11/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
01/01/1998 - 08/13/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/16/1996 - 08/13/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 07/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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