Andrew La Forge, financial advisor Lutz FL

Andrew La Forge

CRD Number: 7067860
Current Firm: Lincoln Investment

Andrew La Forge (CRD# 7067860) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Jul 2021 - Current 2
Capital Analysts Fort Washington, PA Jul 2021 - Current 2
Lincoln Investment Fort Washington, PA Aug 2019 - Current 4
West Coast Financial Lutz, FL Jan 2019 - Current 5
Steak N Shake New Port Richey, FL May 2012 - Jan 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Andrew J. La Forge
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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