Andrew Gartland (CRD# 6392930) is an Investment Advisor Representative and Portfolio & Planning Analyst working at Gold Medal Waters, Inc. in Boulder, CO and has 3 years of experience in the finance industry. Andrew Gartland has taken additional exams to become a Chartered Retirement Planning Counselor (CRPC®). CRPC professionals must pass the comprehensive CRPC Certification Examination.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | New York, NY | Jun 2023 - Current | < 1 |
| Bank Of America, N.a. | New York, NY | Feb 2019 - Jun 2023 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Jan 2019 - Jun 2023 | 4 |
| Janney Montgomery Scott LLC | New York, NY | Jun 2016 - Jan 2019 | 2 |
| Unemployed | Garden City, NY | Feb 2016 - Jun 2016 | < 1 |
| Gold Medal Waters, Inc. | Boulder, CO | Sep 2013 - Feb 2016 | 2 |
| University Of Colorado Boulder | Boulder, CO | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
| S63 | Uniform Securities State Law Examination | Aug 2016 |
- NY
- TX
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- 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
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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