Andrew WilsonCRD Number: 1978779
Current Firm: Lighthouse Wealth Management
Andrew Wilson (CRD# 1978779) is an Investment Advisor Representative working at Lighthouse Wealth Management in New Market, MD and has over 22 years of experience in the finance industry.
Planning Solutions Group, LLC
Commonwealth Financial Network
Blue Ocean Global Wealth
|First Allied Securities, Inc.||San Diego, CA||Jun 2014 - Current||2|
|Mid Atlantic Capital Corporation||New Market, MD||Oct 2012 - Current||4|
|Lighthouse Wealth Management||New Market, MD||Jan 2000 - Current||16|
|Sii Investments, Inc.||Frederick, MD||Apr 2003 - Oct 2012||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1994|
|S65||NASAA Investment Advisors Law Examination||Jan 1995|
Total Assets Under Management213MILLIONS
Total Number of Accounts1,661ACCOUNTS
Average Account Value$128,415
- 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
- Pension consulting services
DE, FL, LA, MD, MI, NC, NY, PA, SC, TX, VA, WV
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