Andrew Flick, financial advisor Miami FL
70 score

Andrew Flick

CRD Number: 4483622
Current Firm: Visionary Wealth Advisors, LLC

Andrew Flick (CRD# 4483622) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Miami, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Visionary Wealth Advisors, LLC Fenton, MO Sep 2014 - Current 2
Northwestern Mutual Investment Services, LLC Ft. Lauderdale, FL Nov 2001 - Current 15
The Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2001 - Sep 2014 12
Northwestern Mutual Investment Services, LLC Milwaukee, WI Dec 2001 - Sep 2014 12

Andrew Flick has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Civil Judgement
Get Details on the FINRA Advisor Check site
Contact Info for Andrew J. Flick
Phone Number: 314-764-2727
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    348
    MILLIONS
  • Total Number of Accounts
    1,731
    ACCOUNTS
  • Average Account Value
    $200,867
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, KS, MO, MS, NC, PA, TN, TX, VA

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BADGES
70

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