Andrew HerronCRD Number: 4594408
Current Firm: Stone Pine Financial Partners
Andrew Herron (CRD# 4594408) is an Investment Advisor Representative working at Stone Pine Financial Partners in Media, PA and has over 14 years of experience in the finance industry. Andrew Herron 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.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Triad Advisors, Inc.
|Stone Pine Financial Partners, LLC||Philadelphia, PA||Mar 2013 - Current||3|
|Equity Services, Inc.||Montpelier, VT||Nov 2006 - May 2015||8|
|American Express Financial Advisors Inc.||W. Conshohocken, PA||Oct 2002 - Nov 2006||4|
|Ids Life Insurance Company||W. Conshohocken, PA||Oct 2002 - Nov 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management35MILLIONS
Total Number of Accounts230ACCOUNTS
Average Account Value$152,952
- A percentage of assets under your management
- Hourly charges
- 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
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