Andrew Thompson (CRD# 6747466) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Fulton, MD and has over 3 years of experience in the finance industry. Andrew Thompson 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Brokerage Services | Plymouth, MN | Jul 2020 - Current | 3 |
| Wealth Enhancement Advisory Services | Plymouth, MN | Jul 2020 - Current | 3 |
| Lpl Financial | Filton, MD | Aug 2019 - Current | 4 |
| Wealth Enhancement Group | Fulton, MD | Aug 2019 - Current | 4 |
| Triad Advisors | Norcross, GA | Dec 2018 - Jul 2019 | < 1 |
| Edyoucore | Pasadena, MD | Jun 2018 - Dec 2018 | < 1 |
| Student | Baltimore, MD | Jul 2017 - Jun 2018 | < 1 |
| Brown Brothers | New York, NY | Jan 2017 - Jul 2017 | < 1 |
| Unemployed | New York, NY | Jun 2016 - Jan 2017 | < 1 |
| Caissa, LLC | New York, NY | Feb 2015 - Jun 2016 | 1 |
| Horan Capital | Hunt Valley, MD | Oct 2014 - Jan 2015 | < 1 |
| Unemployed | Phoenix, MD | May 2014 - Oct 2014 | < 1 |
| Xavier University | Cincinnati, OH | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- MD
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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