Andrew Zoll, financial advisor Flagstaff AZ

Andrew Zoll

CRD Number: 6356412
Current Firm: Kestra Advisory Services, LLC

Andrew Zoll (CRD# 6356412) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Flagstaff, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services Austin, TX Feb 2024 - Current < 1
Kestra Investment Services LLC Austin, TX Feb 2024 - Current < 1
Edward Jones St Louis, MO Jan 2020 - Feb 2024 4
Christ's Church Of Flagstaff Flagstaff, AZ Dec 2017 - Nov 2019 1
Colony Christian Church Colony, KS Nov 2015 - Nov 2017 2
Northwestern Mutual Investment Services LLC Colorado Spgs, CO Jul 2015 - Oct 2015 < 1
Scott Mckechnie Colorado Spgs, CO Jun 2014 - Oct 2015 1
T Mobile Colo Spgs, CO Jul 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Andrew Zoll
Phone Number: 8445537872
Registered State(s):
  • AZ
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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