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||7|
|Tiaa||Charlotte, NC||Jan 2011 - Current||7|
|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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV