Andrew BreretonCRD Number: 6723955
Current Firm: Ameriprise Financial Services, LLC
Andrew Brereton (CRD# 6723955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Houston, TX and has over 4 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Ameriprise Financial Services, LLC||Houston, TX||Jul 2020 - Current||1|
|Generational Financial Partners LLC||Atlanta, GA||Dec 2018 - Jul 2020||1|
|Eagle Strategies LLC||Atlanta, GA||Oct 2018 - Jul 2020||1|
|Nylife Securities LLC||Atlanta, GA||Jan 2017 - Jul 2020||3|
|Local/community Sports Fitness Coach||Atlanta, GA||Jan 2017 - Jul 2020||3|
|New York Life Insurance Company||Atlanta, GA||Nov 2016 - Jul 2020||3|
|Neomotions||Atlanta, GA||Apr 2004 - Jul 2020||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2017|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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