Andrew Stewart (CRD# 6768828) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Freeport, IL and has over 7 years of experience in the finance industry.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 6593585
Thrivent Investment Management Inc.
CRD# 6601416
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regal Investment Advisors, LLC | Kentwood, MI | May 2019 - Current | 4 |
| Lucas Group Financial Advisors, Inc. | Freeport, IL | Dec 2016 - Current | 7 |
| Lucas Group Cpas + Advisors, LLC | Freeport, IL | Sep 2016 - Current | 7 |
| Holmertz-parsons, Cpa | Rockford, IL | Oct 2003 - Sep 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- IL
-
Total Assets Under Management2,550MILLIONS
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Total Number of Accounts12,870ACCOUNTS
-
Average Account Value$198,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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