Andrew ElginCRD Number: 4531303
Current Firm: Janney Montgomery Scott LLC
Andrew Elgin (CRD# 4531303) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mansfield, OH and has over 14 years of experience in the finance industry.
Sterne Agee Investment Advisor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Investment Professionals, Inc.
|Janney Montgomery Scott, LLC||Mansfield, OH||Nov 2007 - Current||9|
|A G Edwards & Sons||Mansfield, OH||Apr 2002 - Nov 2007||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2015|
|S63||Uniform Securities State Law Examination||Aug 2002|
Total Assets Under Management19,593MILLIONS
Total Number of Accounts60,602ACCOUNTS
Average Account Value$323,312
- 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