Andrew Middleton, financial advisor Ellicott City MD
88 score

Andrew Middleton

CRD Number: 6345831
Current Firm: Voya Financial Advisors, Inc.

Andrew Middleton (CRD# 6345831) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Ellicott City, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors, Inc. Ridgeland, MS Sep 2014 - Current 2
Pinnacle Trust Madison, MS Jan 2014 - Jun 2015 1
Ing Financial Partners, Inc. Madison, MS Jun 2014 - Aug 2014 < 1
Regions Financial Corporation Ridgeland, MS Oct 2007 - Jan 2014 6
Wells Fargo Financial Jackson, MS Jun 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Andrew W. Middleton
Phone Number: 1-800-356-2906
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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