Andrew EllisCRD Number: 1819979
Current Firm: Umb Financial Services, Inc.
Andrew Ellis (CRD# 1819979) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 29 years of experience in the finance industry.
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|Umb Bank St. Louis||St. Louis, MO||Feb 1996 - Current||22|
|Umb Scout Brokerage Services, Inc.||Kansas City, MO||Feb 1996 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Oct 2002|
Total Assets Under Management11MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$359,293
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI