David Andrews, financial advisor Barrington IL

David Andrews

CRD Number: 2295408
Current Firm: Sequoia Wealth Management, LLC

David Andrews (CRD# 2295408) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 31 years of experience in the finance industry. David Andrews 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.

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Professional Designations
Company Name Location Dates Years
Sequioa Wealth Management, LLC Hoffman Estates, TX Mar 2015 - Current 9
Lpl Financial LLC Barrington, IL Apr 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Nov 1992
Contact Info for David L. Andrews
Phone Number: 847-310-5900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    457
    MILLIONS
  • Total Number of Accounts
    2,593
    ACCOUNTS
  • Average Account Value
    $176,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI

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