Andrew McFadden (CRD# 5496210) is an Investment Advisor Representative working at Panoramic Financial Advice in Fresno, CA and has over 11 years of experience in the finance industry. Andrew McFadden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Panoramic Financial Advice | Fresno, CA | Jul 2014 - Current | 9 |
| Clovis Unified School District | Clovis, CA | Jan 2013 - Aug 2018 | 5 |
| Fresno Pacific University | Fresno, CA | May 2015 - Apr 2016 | < 1 |
| Fresno Unified School District | Fresno, CA | Mar 2013 - Aug 2015 | 2 |
| Regency Investment Advisors Inc. | Fresno, CA | Oct 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- CA
- NE
- TX
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts896ACCOUNTS
-
Average Account Value$73,889
- 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
- Educational seminars/workshops
CA, NE, TX
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