Andrew MetcalfCRD Number: 5536779
Current Firm: Morgan Stanley
Andrew Metcalf (CRD# 5536779) is an Investment Advisor Representative working at Morgan Stanley in Little Rock, AR and has over 8 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Morgan Stanley||Little Rock, AR||Feb 2015 - Current||2|
|Wunderlich Securities, Inc.||Mmephis, TN||Aug 2013 - Feb 2015||1|
|Raymond James Financial Services Advisors Inc.||Memphis, TN||Jul 2013 - Aug 2013||< 1|
|Raymond James Financial Services, Inc.||Memphis, TN||Feb 2013 - Aug 2013||< 1|
|Raymond James & Associates, Inc.||Memphis, TN||Feb 2013 - Feb 2013||< 1|
|Morgan Keegan & Company, Inc.||Memphis, TN||Sep 2010 - Feb 2013||2|
|Massmutual Financial Group||Memphis, TN||Jan 2010 - Sep 2010||< 1|
|Morgan Keegan||Jackson, TN||May 2008 - Dec 2009||1|
|Regions Bank||Jackson, TN||Jun 2007 - May 2008||< 1|
|Atlanta Silverbacks||Atlanta, GA||Jan 2007 - May 2007||< 1|
|Major League Soccer||Washington, DC||Feb 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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