Andrew Smith, financial advisor Marysville WA

Andrew Smith

CRD Number: 6079890
Current Firm: Edward Jones

Andrew Smith (CRD# 6079890) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has over 8 years of experience in the finance industry. Andrew Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Brian Wyatt, financial advisor Marysville WA
Brian O. Wyatt
CRD# 5438563
Wyatt Wealth Management
Similar Advisors
Nick Bormann, financial advisor Marysville WA
Nick F. Bormann
CRD# 6577036
Bormann Wealth Management, LLC
Similar Advisors
Jeffrey Janeway, financial advisor Marysville WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Professional Designations
Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2015 - Current 8
Carefusion - A Bd Company San Diego, CA May 2015 - Jul 2015 < 1
Carefusion San Diego, CA Dec 2014 - May 2015 < 1
Cymer San Diego, CA Aug 2014 - Dec 2014 < 1
The Everett Clinic Everett, WA Apr 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for Andrew D. Smith
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.