Andrew Eakin, financial advisor Danville CA
93 score

Andrew Eakin

CRD Number: 3111734
Current Firm: Signator Investors, Inc.

Andrew Eakin (CRD# 3111734) is an Investment Advisor Representative working at Signator Investors, Inc. in Danville, CA and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Signator Investors, Inc. Pleasanton, CA May 2016 - Current < 1
Wealth Management Associates Pleasanton, CA Jul 2011 - Current 5
Transamerica Financial Advisors, Inc. Pleasanton, CA Jul 2011 - May 2016 4
Nfp Securities, Inc. Austin, TX Feb 2006 - Jun 2011 5
Legacy Capital Group Los Gatos, CA Feb 2006 - Jun 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Andrew G. Eakin
Phone Number: 800-543-6611
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, 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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