Andrew Broady (CRD# 1291557) is an Investment Advisor Representative working at Applied Capital Management, LLC in Londonderry, NH and has over 38 years of experience in the finance industry. Andrew Broady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Londonderry, NH | Feb 2020 - Current | 4 |
Broady Family Realty Trust | Londonderry, NH | Mar 1996 - Current | 28 |
Applied Capital Management, Inc. | Londonderry, NH | Aug 1990 - Current | 33 |
Sagepoint Financial, Inc. | Londonderry, NH | Jan 2009 - Dec 2019 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1985 |
S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- FL
- ME
- MA
- NH
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
- Other
FL, MA, ME, NH, TX
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