Andrew Mac Laren (CRD# 1660725) is an Investment Advisor Representative working at Lpl Financial LLC in Austin, TX and has over 36 years of experience in the finance industry. Andrew Mac Laren 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# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Austin, TX | Jul 2021 - Current | 2 |
| Jjmack Group LLC | Austin, TX | Apr 2019 - Current | 5 |
| Micah 6 Food Pantry | Austin, TX | Jan 2019 - Current | 5 |
| Various Insurance Carriers For W & R Insurance Agencies | Austin, TX | May 1988 - Jul 2021 | 33 |
| Waddell & Reed, Inc. | Austin, TX | Jan 1988 - Jul 2021 | 33 |
| Protective Life/insurance Specialty Svcs | Jamison, PA | Apr 2007 - Aug 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
- TX
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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