Andrew Figueroa (CRD# 7475380) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fisher Investments | Plano, TX | Nov 2021 - Current | 2 |
Total Quality Logistics | Dallas, TX | Jun 2020 - Sep 2021 | 1 |
University Of Arkansas | Fayetteville, AR | Aug 2016 - May 2020 | 3 |
Delcom Group | Lewisville, TX | Aug 2012 - Aug 2019 | 7 |
Mansfield Legacy High School | Mansfield, TX | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- TX
-
Total Assets Under Management276,890MILLIONS
-
Total Number of Accounts161,361ACCOUNTS
-
Average Account Value$1,715,966
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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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