Andrew RiddleCRD Number: 5916934
Current Firm: Advice And Planning Services
Andrew Riddle (CRD# 5916934) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Apr 2011 - Current||6|
|Tiaa||Charlotte, NC||Apr 2011 - Current||6|
|Unemployed||Concord, NC||Jan 2011 - Apr 2011||< 1|
|Mid Atlantic Structioneers, Inc.||Concord, NC||Aug 2008 - Jan 2011||2|
|The Refuge, Inc.||Concord, NC||Jul 2006 - Aug 2008||2|
|Carolina's Medical Center, Ne||Concord, ND||May 2005 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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