Andrew McIntire (CRD# 1965888) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 23 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 2010717
Lpl Financial LLC
CRD# 2677359
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baldwin Brothers LLC | Marion, MA | Oct 2022 - Current | 1 |
| American Research And Management | Marion, MA | Nov 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
- MA
- TX
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Total Assets Under Management2,281MILLIONS
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Total Number of Accounts1,921ACCOUNTS
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Average Account Value$1,187,489
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA
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