
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
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.