Andrew Phelan (CRD# 6019465) is an Investment Advisor Representative working at Edward Jones in Poplar Bluff, MO and has over 4 years of experience in the finance industry.
CRD# 3104651
Lpl Financial LLC
Score
101
CRD# 3002673
Cetera Investment Advisers LLC
Score
96
CRD# 1361829
Morgan Stanley
Score
93
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2013 - Current | 4 |
| Edward Jones | St Louis, MO | Feb 2012 - Aug 2013 | 1 |
| Unemployed | Oxford, MS | Aug 2008 - Feb 2012 | 3 |
| Queen Bean (drive-thru Coffe Shop | St Louis, MO | Jan 2008 - Aug 2008 | < 1 |
| St Mary's University | San Antonio, TX | Aug 2007 - Dec 2007 | < 1 |
| Unemployed | St Louis, MO | Aug 2006 - Aug 2007 | 1 |
| Water Way Car Wash | St Louis, MO | Jun 2006 - Aug 2006 | < 1 |
| Interchem Properties | St Louis, MO | May 2003 - Aug 2006 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- MO
-
Total Assets Under Management140,424MILLIONS
-
Total Number of Accounts777,048ACCOUNTS
-
Average Account Value$180,715
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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