Andrew WalkerCRD Number: 3185396
Current Firm: Guidance Point Advisors, LLC
Andrew Walker (CRD# 3185396) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Portland, ME and has over 15 years of experience in the finance industry.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Cuna Brokerage Services, Inc.
|Guidance Point Advisors, LLC||Portland, ME||Aug 2013 - Current||4|
|Guidance Point Retirement Services, LLC||Portland, ME||Feb 2012 - Current||5|
|Multnomah Group, Inc.||Portland, ME||Dec 2008 - Current||8|
|Acacia Associates Inc.||Portland, ME||Dec 2008 - Current||8|
|Retirement System Distributors Inc.||New York, NY||Jan 2006 - Sep 2008||2|
|Retirement System Investors Inc.||New York, NY||Jun 2004 - Sep 2008||4|
|Retirement System Group Inc.||New York, NY||Apr 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management127MILLIONS
Total Number of Accounts270ACCOUNTS
Average Account Value$471,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
MA, ME, NY
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