Andrew Stein (CRD# 7365718) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canon Capital Investment Advisory | Harleysville, PA | Nov 2023 - Current | < 1 |
| Kemp Harvest Financial Group | Harleysville, PA | May 2021 - Nov 2023 | 2 |
| Lpl Financial, LLC | Harleysville, PA | Apr 2021 - Nov 2023 | 2 |
| Moravian College | Bethlehem, PA | Aug 2017 - May 2021 | 3 |
| Dominos | Hatfield, PA | May 2020 - Jan 2021 | < 1 |
| The Trappe Tavern | Trappe, PA | Jun 2017 - Jun 2020 | 3 |
| Indian Valley Country Club | Telford, PA | May 2019 - Aug 2019 | < 1 |
| Jesse's Barbecue And Local Market | Souderton, PA | Nov 2016 - Jul 2017 | < 1 |
| Souderton Area High School | Souderton, PA | Sep 2013 - Jun 2017 | 3 |
| Landis Supermarket | Telford, PA | Apr 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- PA
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts1,088ACCOUNTS
-
Average Account Value$193,432
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, NY, PA
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