Andrew Gipson (CRD# 6881129) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Bradenton, FL and has over 6 years of experience in the finance industry. Andrew Gipson 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# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Bradenton, FL | Apr 2022 - Current | 2 |
| Wealth Enhancement Advisory Services | Bradenton, FL | Apr 2022 - Current | 2 |
| Integra Capital Advisors | Bradenton, FL | May 2018 - Apr 2022 | 3 |
| Charles Schwab & Company, Inc. | Orlando, FL | Nov 2017 - May 2018 | < 1 |
| Pinch A Penny Pools | Bradenton, FL | Jul 2017 - Sep 2017 | < 1 |
| Florida State University | Tallahassee, FL | Aug 2015 - Aug 2017 | 2 |
| Pinch A Penny Pools | Bradenton, FL | Jun 2016 - Aug 2016 | < 1 |
| St. Petersburg College | St. Petersburg, FL | Aug 2014 - Aug 2015 | 1 |
| Valencia Community College | Orlando, FL | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- FL
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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