Andrew Di Ferdinando, financial advisor Plano TX

Andrew Di Ferdinando

CRD Number: 6481232
Current Firm: Fisher Investments

Andrew Di Ferdinando (CRD# 6481232) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 6 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Plano TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Plano TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Plano TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
Fisher Investments Plano, TX Nov 2017 - Current 4
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Nov 2017 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2015 - Nov 2017 2
Northwestern Mutual Investment Services LLC Annapolis, MD Apr 2015 - Nov 2017 2
Student St Davids, PA Sep 2000 - May 2015 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
S63 Uniform Securities State Law Examination Oct 2015
Contact Info for Andrew A. Di Ferdinando
Phone Number: 800-851-8845
Registered State(s):
  • AL
  • AK
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.