Andrew Hernandez, financial advisor Houston TX
93 score

Andrew Hernandez

CRD Number: 5295609
Current Firm: Ubs Financial Services Inc.

Andrew Hernandez (CRD# 5295609) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 9 years of experience in the finance industry.

Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Houston TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Score
106
Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Score
105
Similar Advisors
Richard Lambert, financial advisor Houston TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Score
102
Company Name Location Dates Years
Ubs Financial Services Inc. Houston, TX Nov 2014 - Current 2
Bank Of America, N.a. Austin, TX Dec 2011 - Nov 2014 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Nov 2011 - Dec 2011 < 1
Unemployed Victoria, TX Aug 2011 - Oct 2011 < 1
Citizens Medical Center Victoria, TX May 2011 - Jul 2011 < 1
Federated Global Investment Management Corp New York, NY Jan 2011 - Apr 2011 < 1
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Jan 2011 - Apr 2011 < 1
Federated Securities Corp. Pittsburgh, PA Mar 2010 - Apr 2011 1
Federated Investment Counseling Pittsburgh, PA Mar 2010 - Apr 2011 1
Federated Investors, Inc. Pittsburgh, PA Mar 2010 - Apr 2011 1
Unemployed Victoria, TX Dec 2009 - Mar 2010 < 1
Edward Jones St. Louis, MO Oct 2009 - Dec 2009 < 1
Jpmorgan Chase Na Houston, TX Feb 2007 - Oct 2009 2
Chase Investmenst Services Corp Houston, TX Feb 2007 - Oct 2009 2
Casa Del Secreto Humble, TX May 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Andrew J. Hernandez
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Andrew Hernandez and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.