Andrew Stafford (CRD# 6161884) is an Investment Advisor Representative working at Lawing Financial Inc. in Overland Park, KS and has over 3 years of experience in the finance industry.
CRD# 4412753
Nextgen Wealth, LLC
Score
108
CRD# 1982523
Freedom Wealth Advisors, LLC
Score
102
CRD# 821456
Searcy Financial Services, Inc.
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lawing Financial, Inc. | Overland Park, KS | Jul 2013 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2013 - Current | 4 |
| Lawing Financial Inc. | Overland Park, KS | Feb 2013 - Jul 2013 | < 1 |
| Factory Motor Parts | Eagan, MN | Mar 2004 - Mar 2013 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- KS
- TX
-
Total Assets Under Management2,572MILLIONS
-
Total Number of Accounts2,075ACCOUNTS
-
Average Account Value$1,239,297
- 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
- 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)
- Educational seminars/workshops
- Other
AR, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, MI, MN, MO, NE, OH, OK, TN, TX, VA, WI
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