Andrew Lanphear (CRD# 7035472) is an Investment Advisor Representative working at Dickmeyer Boyce Financial Management, Inc. in Fort Wayne, IN and has over 5 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Snapmobile, Inc. | Chicago, IL | Feb 2018 - Current | 6 |
| Velodyne Lidar | San Jose, CA | Jan 2016 - Feb 2018 | 2 |
| Cognex Corporation | Natick, MA | Feb 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- IL
- IN
- WI
-
Total Assets Under Management323MILLIONS
-
Total Number of Accounts1,177ACCOUNTS
-
Average Account Value$274,079
- 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
- Educational seminars/workshops
AZ, CA, CO, FL, IL, IN, MI, WI
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