Andrew BurquestCRD Number: 5428548
Current Firm: Advice And Planning Services
Andrew Burquest (CRD# 5428548) is an Investment Advisor Representative working at Advice And Planning Services in Mount Holly, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Jan 2011 - Current||6|
|Tiaa||Charlotte, NC||Jan 2011 - Current||6|
|Department Of The Army Civilian||Charlotte, NC||Sep 2009 - Jan 2011||1|
|Us Army||Taji,||May 2008 - Sep 2009||1|
|Linsco/private Ledger Corp||Charlotte, NC||Nov 2007 - Jul 2009||1|
|Stamas||Charlotte, NC||Aug 2007 - Jul 2009||1|
|Professional Fitness||Charlotte, NC||Apr 2007 - Jul 2007||< 1|
|Bret Burquest, Md, Pa||Charlotte, NC||Aug 2006 - Apr 2007||< 1|
|Unemployed||Wilmington, NC||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses