Andrew Finnigan, financial advisor Lakewood WA

Andrew Finnigan

CRD Number: 4852413
Current Firm: Money Concepts Advisory Service

Andrew Finnigan (CRD# 4852413) is an Investment Advisor Representative working at Money Concepts Advisory Service in Lakewood, WA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp. Palm Beach Gardens, FL Nov 2019 - Current 1
Sound Wealth Partners Gig Harbor, WA Nov 2019 - Current 1
Fortitude Advisory Group LLC Gig Harbor, WA Nov 2019 - Current 1
Commonwealth Financial Network San Diego,, CA Sep 2018 - Nov 2019 1
Kitsap Bank Port Orchard, WA Feb 2011 - Nov 2019 8
Lpl Financial LLC Port Orchard, WA Feb 2011 - Sep 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Andrew L. Finnigan
Phone Number: 561-472-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,307
    MILLIONS
  • Total Number of Accounts
    19,162
    ACCOUNTS
  • Average Account Value
    $172,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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