Andrew Vidal, financial advisor Newport Beach CA

Andrew Vidal

CRD Number: 6877943
Current Firm: J.derek Lewis & Associates, Inc.

Andrew Vidal (CRD# 6877943) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 6 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Newport Beach CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Newport Beach CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Newport Beach CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name Location Dates Years
J.derek Lewis & Associates Newport Beach, CA Feb 2018 - Current 6
Jdl Securities Corporation Newport Beach, CA Jan 2018 - Current 6
Jdl Securities Corporation Newport Beach, CA Sep 2017 - Dec 2017 < 1
Pepperdine University Malibu, CA Aug 2014 - Dec 2017 3
Mccarthy Building Co Newport Beach, CA Jun 2016 - Aug 2017 1
Ac Pro Lake Forest, CA Jun 2011 - Aug 2015 4
High School Mission Viejo, CA Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Andrew J. Vidal
Phone Number: 949-752-9096
Registered State(s):
  • AZ
  • CA
  • CO
  • GA
  • HI
  • ID
  • MT
  • NV
  • NY
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    1,464
    MILLIONS
  • Total Number of Accounts
    7,513
    ACCOUNTS
  • Average Account Value
    $194,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, ID, KS, MI, MO, MT, NC, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.