Andrew Clement (CRD# 6426113) is an Investment Advisor Representative working at Alongside Wealth Advisors, LLC in Nolensville, TN and has over 9 years of experience in the finance industry. Andrew Clement has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alongside Wealth Advisors, LLC | Nolensville, TN | Nov 2022 - Current | 1 |
| Alongside Wealth Advisors, LLC | Nolensville, TN | Jun 2022 - Current | 1 |
| Nwam, Llc Dba Northwest Asset Management | Mercer Island, WA | Jun 2022 - Jan 2023 | < 1 |
| Raymond James Financial Services, Inc. | Franklin, TN | Apr 2021 - Jul 2022 | 1 |
| Southwestern Investment Group | Franklin, TN | Apr 2021 - Jul 2022 | 1 |
| Ronald Blue & Company | Brentwood, TN | Oct 2014 - Mar 2021 | 6 |
| Pwc | Nashville, TN | Sep 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
| S63 | Uniform Securities State Law Examination | Dec 2021 |
- TN
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Total Assets Under Management40MILLIONS
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Total Number of Accounts177ACCOUNTS
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Average Account Value$228,439
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TN
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