Andrew Barlow (CRD# 7555902) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvesting Kingdom Resources | Colorado Springs, CO | Jan 2021 - Current | 3 |
| Harvest Investment Services | Oakbrook Terrace, IL | Jan 2021 - Current | 3 |
| Harvest Investment Services, LLC | Oakbrook Terrace, IL | Sep 2020 - Current | 3 |
| Envoy Financial | Colorado Springs, CO | Sep 2020 - Current | 3 |
| Brand Champions | Wheaton, IL | Sep 2019 - Current | 4 |
| Pass | Bend, OR | May 2019 - Sep 2019 | < 1 |
| Pass | Bend, OR | Apr 2018 - Apr 2019 | 1 |
| Shoot & Share | Santa Barbara, CA | Jan 2011 - Mar 2018 | 7 |
| Showit, Inc. | Santa Barbara, CA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- IL
- TX
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Total Assets Under Management282MILLIONS
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Total Number of Accounts2,862ACCOUNTS
-
Average Account Value$98,414
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MI, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI
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