Andrew Hart (CRD# 4253077) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Tapps, WA and has over 22 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4387214
Columbia River Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Laek Tapps, WA | Dec 2017 - Current | 6 |
| Assetmark Brokerage, LLC | Concord, CA | Aug 2014 - Dec 2017 | 3 |
| Centurion Capital Group, Inc. | Concord, CA | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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