Andrew May (CRD# 6806686) is an Investment Advisor Representative working at Innovative Investment Fiduciaries, LLC in Moorestown, NJ and has over 5 years of experience in the finance industry. Andrew May 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Investment Fiduciaries, LLC | Moorestown, NJ | Mar 2019 - Current | 5 |
| Valic Financial Advisors, Inc. | Berkeley Heights, NJ | Apr 2018 - Mar 2019 | < 1 |
| Mutual Of Omaha Investor Services | Marlton, NJ | Mar 2018 - Apr 2018 | < 1 |
| Mutual Of Omaha | Marlton, NJ | Jan 2018 - Apr 2018 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2017 - Dec 2017 | < 1 |
| Family Wealth Management | Marlton, NJ | May 2017 - Aug 2017 | < 1 |
| Virgina Tech | Blacksburg, VA | Aug 2016 - May 2017 | < 1 |
| The Reeds At Shelter Haven | Stone Harbor, NJ | May 2016 - Aug 2016 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2015 - May 2016 | < 1 |
| Suncatcher Surf Shop | Stone Harbor, NJ | May 2015 - Aug 2015 | < 1 |
| None | None, NJ | Mar 2008 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- NJ
- PA
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$2,071,603
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
NJ, PA, TX
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