Caroline AndrewsCRD Number: 7129691
Current Firm: Raymond James Financial Services Advisors, Inc.
Caroline Andrews (CRD# 7129691) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ann Arbor, MI and has over 3 years of experience in the finance industry.
Savant Wealth Management
Strategic Blueprint, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Legacy Financial||Ann Arbor, MI||Jun 2019 - Current||3|
|Legacy Financial||Annn Arbor, MI||Jun 2019 - Current||3|
|Raymond James Financial Services, Inc.||Ann Arbor, MI||May 2019 - Current||3|
|The Alinea Group LLC||Chicago, IL||Apr 2014 - May 2019||5|
|Lula Cafe||Chigao, IL||Feb 2014 - Jul 2014||< 1|
|Vellum||Ann Arbor, MI||Oct 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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