Andrew Frevert (CRD# 4463588) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6626957
Kld Wealth Management
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2023 - Current | < 1 |
| United Advisor Group Dba Ascension Financial Partners | Franklin, TN | Jul 2023 - Current | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2022 - Jul 2023 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2021 - Jul 2023 | 2 |
| The On Equity Sales Company | Cincinnati, OH | Mar 2020 - Mar 2021 | 1 |
| Ohio National Insurance Agency | Cincinnati, OH | Nov 2019 - Mar 2021 | 1 |
| Cion Securities, LLC | New York, NY | Mar 2009 - Jan 2020 | 10 |
| Cion Investments | New York, NY | Mar 2009 - Dec 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management579MILLIONS
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Total Number of Accounts5,955ACCOUNTS
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Average Account Value$97,191
- A percentage of assets under your management
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CA, CO, FL, HI, ID, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX
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