Andrew SchadeCRD Number: 4550763
Current Firm: Securities America Advisors, Inc.
Commonwealth Financial Network
Ryzome Investment Advisors
|Securities America, Inc.||Lansing, MI||Feb 2014 - Current||4|
|Securities America Advisors, Inc.||Lansing, MI||Feb 2014 - Current||4|
|Sagepoint Financial||Okemos, MI||Oct 2012 - Feb 2014||1|
|Invest Financial Corp.||Tampa, FL||Aug 2009 - Oct 2012||3|
|Hantz Financial Services||Lansing, MI||Jun 2002 - Aug 2009||7|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Jul 2002|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S7||General Securities Representative Examination (GS)||Dec 2003|
|S24||General Securities Principal Examination (GP)||Jan 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
In 15 years I have had one customer complaint. During the course of defending myself during the complaint the customer offered to settle with me for less money than it would cost to take the complaint to trial. I agreed to settle to save in costs of defense. The customers allegations were unfounded and I deny them in their entirety.
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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, 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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