Stefan AndrewsCRD Number: 6314224
Current Firm: Lincoln Financial Advisors Corporation
Stefan Andrews (CRD# 6314224) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Naples, FL and has over 9 years of experience in the finance industry.
Alpha Mode Capital LLC
First Heartland Consultants, Inc.
Wilmington Capital Securities, LLC
|Lincoln Financial Advisors||Naples, FL||Dec 2022 - Current||< 1|
|First Command Advisory Services||Fort Worth, TX||Dec 2015 - Dec 2022||7|
|First Command Financial Planning, Inc.||Fort Worth, TX||Aug 2014 - Dec 2022||8|
|First Command Insurance Services, Inc.||Fort Worth, TX||Aug 2014 - Dec 2022||8|
|United States||Indianapolis, IN||Mar 2008 - Aug 2017||9|
|First Command Financial Planning||Fort Worth, TX||Mar 2014 - Jul 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management32,603MILLIONS
Total Number of Accounts98,199ACCOUNTS
Average Account Value$332,005
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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