Andrew Smith (CRD# 7097343) is an Investment Advisor Representative working at Edward Jones in Braintree, MA and has over 5 years of experience in the finance industry.
CRD# 5173053
Fidelity Personal And Workplace Advisors
CRD# 4689919
Abraham, Robert Ralph Jr
CRD# 6371217
Integrated Wealth Concepts LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Apr 2019 - Current | 5 |
Unemployed | Boston, MA | Nov 2018 - Mar 2019 | < 1 |
Msa Mortgage LLC | Winthrop, MA | Jun 2018 - Oct 2018 | < 1 |
Unemployed | Boston, MA | Feb 2018 - May 2018 | < 1 |
Plaza Home Mortgage | Wakefield, MA | Jun 2017 - Jan 2018 | < 1 |
Mortgage One Solutions | Quincy, MA | May 2014 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- MA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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