Andrew FarahCRD Number: 1998293
Current Firm: Raymond James Financial Services Advisors, Inc.
Andrew Farah (CRD# 1998293) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 28 years of experience in the finance industry.
Endowment Wealth Management, Inc.
Kerntke Otto Mcglone Wealth Management Group
Endowment Wealth Management, Inc.
|Insurance-non Variable||Green Bay, WI||Jun 2012 - Current||6|
|Fox - Hills Condo Association||Mishicot, WI||Jul 2010 - Current||7|
|High School Foundation Board||Green Bay, WI||May 2010 - Current||8|
|Raymond James Financial Services Advisors, Inc.||Green Bay, WI||Jan 2009 - Current||9|
|East Bay Condo Assoc.||Green Bay, WI||Jan 2005 - Current||13|
|Humana Inc.||Green Bay , WI||Aug 2003 - Current||14|
|Green Bay Packers Board||Green Bay, WI||Dec 2001 - Current||16|
|Golden Rule Health Insurance||Green Bay, WI||Jun 1995 - Current||23|
|Consumer Insurance Group Inc(cigi)||Green Bay, WI||Jun 1995 - Current||23|
|A. Farah Investments, LLC||Green Bay, WI||Jun 1995 - Current||23|
|Raymond James Financial Services, Inc.||Greenbay, WI||May 1995 - Current||23|
|Afi, LLC||Green Bay, WI||Jun 1995 - Jun 2017||22|
|N.e.w. Zooilogical Society, Inc.||Green Bay, WI||Jul 1999 - Aug 2009||10|
|Board Member & Sub-committee Member/trustee||Green Bay, WI||Dec 2001 - Jul 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.