Andrew Middleton, financial advisor Madison MS

Andrew Middleton

GoldenCross Financial Management

CRD Number: 6345831
Current Firm: Voya Financial Advisors, Inc.
Compensation Model: Both
Andrew Middleton (CRD# 6345831) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Madison, MS and has over 4 years of experience in the finance industry.
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Company Name Location Dates Years
Voya Financial Advisors, Inc. Madison,, MS Sep 2014 - Current 6
Pinnacle Trust Madison, MS Jan 2014 - Jun 2015 1
Ing Financial Partners, Inc. Madison, MS Jun 2014 - Aug 2014 < 1
Regions Financial Corporation Ridgeland, MS Oct 2007 - Jan 2014 6
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2014
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Andrew W. Middleton
Phone Number: 1-800-356-2906
Registered State(s):
  • MS
  • AL
  • AR
  • LA
  • MN
  • GA
  • FL
  • TX
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    15,918
    MILLIONS
  • Total Number of Accounts
    77,663
    ACCOUNTS
  • Average Account Value
    $204,965
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (Member SIPC)

 

GoldenCross Financial Management is not a subsidiary of nor controlled by Voya Financial Advisors, Inc. 

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