Andrew Walmsley, financial advisor Batesville AR
93 score

Andrew Walmsley

CRD Number: 5330879
Current Firm: Lpl Financial LLC

Andrew Walmsley (CRD# 5330879) is an Investment Advisor Representative working at Lpl Financial LLC in Batesville, AR and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Batesville, AR Feb 2012 - Current 4
Ameriprise Financial--tom Martin Batesville, AR May 2007 - Feb 2012 4
First Community Bank Batesville, AR Feb 2005 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Andrew H. Walmsley
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • AR
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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