Thomas McAndrews, financial advisor Lone Tree CO

Thomas McAndrews

CRD Number: 4240549
Current Firm: Charles Schwab & Company, Inc.

Thomas McAndrews (CRD# 4240549) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 16 years of experience in the finance industry. Thomas McAndrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Schwab Private Client Investment Advisory Lone Tree, CO Jan 2020 - Current 1
Charles Schwab & Company, Inc. Lone Tree, CO Dec 2016 - Current 4
Schwab Wealth Investment Advisory, Inc. Lone Tree, CO Jan 2015 - Mar 2018 3
Charles Schwab Bank Lone Tree, CO Feb 2008 - Dec 2014 6
Charles Schwab & Company, Inc. Lone Tree, CO Jun 2007 - Dec 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination May 2006
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas M. McAndrews
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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