Michael Andrews (CRD# 2903779) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 25 years of experience in the finance industry. Michael Andrews 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Financial
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory | Phoenix, AZ | May 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Jul 2020 - Current | 2 |
| William Sonoma, Inc. | Scottsdale, AZ | Oct 2019 - Current | 3 |
| Unemployed | Peoria, AZ | May 2017 - Oct 2019 | 2 |
| Usaa Financial Advisors, Inc. | Phoenix, AZ | Aug 2011 - Apr 2017 | 5 |
| Usaa Financial Planning Services | Phoenix, AZ | Aug 2011 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- AZ
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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