Andrew Nadeau, financial advisor North Andover MA
93 score

Andrew Nadeau

CRD Number: 5603140
Current Firm: Lpl Financial LLC

Andrew Nadeau (CRD# 5603140) is an Investment Advisor Representative working at Lpl Financial LLC in North Andover, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Woburn, MA Mar 2011 - Current 6
Salem Five Investment Services Woburn, MA Feb 2011 - Current 6
Shetland Investments Salem, MA Jun 2009 - Feb 2011 1
Endicott College Beverly, MA Sep 2005 - May 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Andrew J. Nadeau
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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