Andrew Simpter (CRD# 4459040) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 22 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Waltham, MA | Jan 2018 - Current | 6 |
Integrated Wealth Concepts LLC | Waltham, MA | Jan 2018 - Current | 6 |
Cetera Advisors LLC | Denver, CO | Oct 2016 - Dec 2017 | 1 |
Fixed Insurance With Various Companies | Denver, CO | Jul 2016 - Dec 2017 | 1 |
J. Marshall Associates Or J. Marshall Associates Insurance Servi | Fall River, MA | Feb 2015 - Dec 2017 | 2 |
Investors Capital Corporation | Lynnfield, MA | Feb 2015 - Oct 2016 | 1 |
Investors Capital Corporation | Lynnfield, MA | Dec 2002 - Feb 2015 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2002 |
S65 | NASAA Investment Advisors Law Examination | Nov 2002 |
- MA
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Total Assets Under Management7,466MILLIONS
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Total Number of Accounts17,089ACCOUNTS
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Average Account Value$436,887
- 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
- 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, MA, 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, WY
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