Andrew Page, financial advisor Cullman AL
93 score

Andrew Page

CRD Number: 3053567
Current Firm: Spc

Andrew Page (CRD# 3053567) is an Investment Advisor Representative working at Spc in Cullman, AL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Current 2
Sammons Securities Company, LLC Ann Arbor, MI Aug 2012 - Aug 2014 2
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Aug 2012 3
Aig Financial Advisors, Inc. Cullman, AL Oct 2008 - Jan 2009 < 1
American General Securities Incorporated Cullman, AL Oct 2002 - Oct 2008 6
Aig American General Life Insurance Company Cullman, AL Oct 2002 - Oct 2008 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
S63 Uniform Securities State Law Examination Jun 1998
Contact Info for Andrew J. Page
Phone Number: 734-663-1611
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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