Andrew Goo (CRD# 6173624) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has over 8 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Healthcare Community Securities Corp. | Rensselaer, NY | Jan 2020 - Current | 4 |
| Transamerica Investors Securities Corporation | Albany, NY | Jul 2015 - Dec 2019 | 4 |
| Transamerica Retirement Solutions | Albany, NY | Jun 2015 - Dec 2019 | 4 |
| Nationwide Investment Services Corp | Columbus, OH | Mar 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- NJ
- NY
-
Total Assets Under Management3,925MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$37,380,718
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NJ, NY, PA
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