Andrew SimpterCRD Number: 4459040
Current Firm: Investors Capital Advisory
Andrew Simpter (CRD# 4459040) is an Investment Advisor Representative working at Investors Capital Advisory in Fall River, MA and has over 16 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Investors Capital Corporation||Lynnfield, MA||Feb 2015 - Current||3|
|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|
Total Assets Under Management1,571MILLIONS
Total Number of Accounts7,960ACCOUNTS
Average Account Value$197,401
- 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
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