Andrew SullivanCRD Number: 4472985
Current Firm: Wells Fargo Advisors, LLC
Andrew Sullivan (CRD# 4472985) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Durham, NC and has over 15 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Wells Fargo Advisors LLC||Chapel Hill, NC||May 2009 - Current||8|
|Wachovia Bank, N.a.||Raleigh, NC||Aug 2004 - Current||13|
|Wachovia Securities, LLC||Raleigh, NC||Nov 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV