Andrew Edwards (CRD# 7773332) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prota Financial | Houston, TX | Jun 2023 - Current | < 1 |
| Lockheed Martin | Greenville, SC | Nov 2020 - Current | 3 |
| Job Search | Midland, TX | Mar 2020 - Nov 2020 | < 1 |
| Patriot Safety And Services | Midland, TX | Dec 2019 - Mar 2020 | < 1 |
| Job Search | Springfield, OR | Aug 2019 - Dec 2019 | < 1 |
| United States Air Force | Eugene, OR | Apr 2016 - Aug 2019 | 3 |
| Bank Of America | Springfield, OR | Mar 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- SC
- TX
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts1,324ACCOUNTS
-
Average Account Value$137,479
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, SC, TX, WA
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