James AndrewCRD Number: 4464301
Current Firm: Wells Fargo Clearing Services, LLC
James Andrew (CRD# 4464301) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services||St. Louis, MO||Oct 2017 - Current||< 1|
|Stifel Nicolaus & Co Inc.||St. Louis, MO||Nov 2011 - Oct 2017||5|
|Metlife Securites Inc.||Chesterfield, MO||May 2008 - Nov 2011||3|
|Ing Financial Partners, Inc.||Des Moines, IA||Mar 2007 - May 2008||1|
|Insurance Designers Of Kansas City||St. Louis, MO||Nov 2006 - May 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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
- Pension consulting services
- 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, 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