Unclaimed
Russell A Andrews is a Managing Director at Tcfg Investment Advisors, LLC. Russell has been in the financial services industry since 1987 and has a wide range of experience in financial planning, portfolio management, and insurance. Russell is registered with the Financial Industry Regulatory Authority (FINRA) and has been recognized as a top financial advisor by various publications.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
04/09/2020 - Present
Tcfg Investment Advisors, LLC (LAGUNA NIGUEL CA)
CO
04/13/2015 - 01/03/2020
FIRST FINANCIAL EQUITY CORPORATION (Snowmass Village CO)
CO
02/05/2009 - 04/16/2015
AMERIPRISE FINANCIAL SERVICES, INC. (BASALT CO)
CO
09/02/2005 - 02/12/2009
RBC CAPITAL MARKETS CORPORATION (ASPEN CO)
NY
05/02/1994 - 09/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NC
01/01/1991 - 05/18/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
01/30/1990 - 01/01/1991
BUTCHER & SINGER INC.
NY
08/20/1987 - 02/02/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1995
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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