Andrew Veth (CRD# 5308897) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Washington, DC and has over 16 years of experience in the finance industry. Andrew Veth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Washington, DC | Jul 2021 - Current | 2 |
| Charles Schwab Bank Ssb | Washington, DC | Jul 2021 - Current | 2 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - May 2021 | 2 |
| Fidelity Investments | Reston, VA | Nov 2008 - May 2021 | 12 |
| Fidelity Brokerage Services LLC | Durham, NC | Nov 2006 - May 2021 | 14 |
| Strategic Advisors Inc. | Reston, VA | Nov 2006 - Jul 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- DC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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