Andrew Hambleton (CRD# 6375980) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 5 years of experience in the finance industry. Andrew Hambleton 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Kovitz Investment Group Partners, LLC | Chicago, IL | Mar 2024 - Current | < 1 |
Telemus Capital, LLC | Chicago, IL | Jan 2019 - Mar 2024 | 5 |
Bmo Private Bank | Winnetka, IL | Jul 2017 - Jan 2019 | 1 |
Bmo Harris Bank | Highland Park, IL | Sep 2015 - Jul 2017 | 1 |
Unemployed | Winnetka, IL | Mar 2015 - Sep 2015 | < 1 |
Pinstripes | Northbrook, IL | Jan 2015 - Mar 2015 | < 1 |
Rollins College | Winter Park, FL | Aug 2010 - Dec 2014 | 4 |
Summit Wealth Partners | Orlando, FL | May 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- IL
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Total Assets Under Management11,291MILLIONS
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Total Number of Accounts11,848ACCOUNTS
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Average Account Value$952,967
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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- Pension consulting services
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