Andrew Haftek (CRD# 4810957) is an Investment Advisor Representative working at Advice And Planning Services in Houston, TX and has over 19 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Houston, TX | Oct 2016 - Current | 7 |
| Tiaa-cref Individual & Institutional Services, LLC | Houston, TX | Oct 2016 - Current | 7 |
| Unemployed | Richmond, TX | Jul 2016 - Oct 2016 | < 1 |
| Cadence Bank | Columbus, MS | Nov 2012 - Jul 2016 | 3 |
| Lpl Financial | Charlotte, NC | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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