Andrew WasaCRD Number: 1302473
Current Firm: Focus Investment Advisors
Andrew Wasa (CRD# 1302473) is an Investment Advisor Representative working at Focus Investment Advisors in Encinitas, CA and has over 33 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Lpl Financial LLC||Encinitas, CA||Sep 2011 - Current||6|
|Ikaika||Encinitas, CA||Jan 2004 - Current||14|
|Focus Investment Advisors||Encinitas, CA||Mar 1994 - Current||24|
|Ybj, Inc.||Honolulu, HI||Sep 1969 - Feb 2016||46|
|Girard Securities, Inc.||San Diego, CA||Feb 2010 - Sep 2011||1|
|Securities America, Inc.||Encinitas, CA||Feb 2006 - Feb 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management391MILLIONS
Total Number of Accounts161ACCOUNTS
Average Account Value$2,427,032
- 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
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