Andrew Phelan (CRD# 6019465) is an Investment Advisor Representative working at Edward Jones in Poplar Bluff, MO and has over 5 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- MO
-
Total Assets Under Management262,473MILLIONS
-
Total Number of Accounts2,049,107ACCOUNTS
-
Average Account Value$128,091
- 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)
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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