Andrew Middleton
CRD Number: 6345831
Current Firm: Securities America Advisors, Inc.
Compensation Model: Both
CRD# 1442341
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4404920
Stifel, Nicolaus & Company, Incorporated
CRD# 6898590
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Madison, MS | Jun 2020 - Current | 3 |
| Securities America Advisors | Madison, MS | Jun 2020 - Current | 3 |
| Voya Financial Advisors, Inc. | Madison,, MS | Sep 2014 - Jun 2020 | 5 |
| Pinnacle Trust | Madison, MS | Jan 2014 - Jun 2015 | 1 |
| Ing Financial Partners, Inc. | Madison, MS | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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)
- Educational seminars/workshops
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
Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (Member SIPC)
GoldenCross Financial Management is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.
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