Andrew Arnold, financial advisor Louisville KY

Andrew Arnold

CRD Number: 2424616
Current Firm: Centerline Wealth Advisors, LLC

Andrew Arnold (CRD# 2424616) is an Investment Advisor Representative working at Centerline Wealth Advisors, LLC in Louisville, KY and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2015 - Current 9
Centerline Wealth Advisors, LLC Louisville, KY Jan 2015 - Current 9
Ubs Financial Services Inc. Louisville, KY Aug 2000 - Jan 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Andrew W. Arnold
Phone Number: (502) 242-1561
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    261
    MILLIONS
  • Total Number of Accounts
    782
    ACCOUNTS
  • Average Account Value
    $333,759
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IN, KY, LA, TX

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