Andrew Warner (CRD# 5912096) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has 1 year of experience in the finance industry.
CRD# 5595335
Prime Capital Investment Advisors, LLC
CRD# 6129945
Creative Planning
CRD# 6330565
Creative Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Overland Park, KS | Apr 2023 - Current | 1 |
Pcg Wealth Advisors, Llc (dba Pcg Wealth Management) | Overland Park, KS | Apr 2023 - Current | 1 |
Cetera Advisors | St Cloud, MN | Jul 2022 - Apr 2023 | < 1 |
Fiser Group | Lenexa, KS | Jun 2021 - Apr 2023 | 1 |
Cetera Advisors | St Cloud, MN | Jun 2021 - Jul 2022 | 1 |
Keybank Real Estate Capital | Overland Park, KS | Jul 2013 - Jun 2021 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- KS
-
Total Assets Under Management666MILLIONS
-
Total Number of Accounts4,174ACCOUNTS
-
Average Account Value$159,528
- 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
- Pension consulting services
AR, AZ, CA, CO, FL, IL, IN, KS, KY, MO, NC, NE, NH, OK, PA, SC, TN, TX, WA, WI
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