Andrew Hale, financial advisor Meridian ID

Andrew Hale

CRD Number: 6586304
Current Firm: Ameriprise Financial Services, LLC

Andrew Hale (CRD# 6586304) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meridian, ID and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Meridian, ID May 2020 - Current 1
Edward Jones St.louis, MO Jun 2018 - May 2020 1
Farmers Insurance Group Boise, ID Nov 2015 - Jun 2018 2
Farmers Financial Solutions Boise, ID Nov 2015 - Jun 2018 2
Garrison's Home Furnishings Central Point, OR Nov 2013 - Nov 2015 2
Unmeployed Medford, OR Jun 2012 - Nov 2013 1
Rogue Community College Grants Pass, OR Jun 2010 - Jun 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Andrew C. Hale
Phone Number: 612-671-3131
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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