Andrea Orlando (CRD# 1454077) is an Investment Advisor Representative working at Summit Financial, LLC in Oceanside, CA and has over 38 years of experience in the finance industry. Andrea Orlando 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# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Summit Financial, LLC | Parsippany, NJ | Nov 2018 - Current | 5 |
Purshe Kaplan Sterling Investments | Albany, NY | Sep 2016 - Current | 7 |
Summit Equities, Inc. | Parsippany, NJ | Dec 1986 - Dec 2018 | 32 |
Summit Financial Resources, Inc. | Parsippany, NJ | Dec 1986 - Sep 2018 | 31 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1986 |
S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- CA
- NJ
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Total Assets Under Management8,016MILLIONS
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Total Number of Accounts13,712ACCOUNTS
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Average Account Value$584,580
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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