Andrew Burch (CRD# 7288549) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Saint Peters, MO and has over 3 years of experience in the finance industry.
CRD# 6292146
Prudential Financial Planning Services
CRD# 1660761
Gwn Securities Inc.
CRD# 6652358
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Saint Louis, MO | Jan 2023 - Current | 1 |
| Td Ameritrade | Saint Louis, MO | Dec 2020 - Nov 2022 | 1 |
| Money Concepts | Saint Peters, MO | Aug 2020 - Nov 2020 | < 1 |
| Amazon | Saint Peters, MO | Aug 2020 - Aug 2020 | < 1 |
| Missouri Baptist University | Saint Louis, MO | Aug 2016 - Aug 2020 | 4 |
| Panda Express | Manchester, MO | Mar 2019 - Aug 2019 | < 1 |
| Meadowbrook Country Club | Ballwin, MO | Mar 2018 - Aug 2018 | < 1 |
| Thprd | Portland, OR | Jun 2014 - Oct 2017 | 3 |
| Oak Hills Hoa | Portland, OR | Jun 2015 - Aug 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- MO
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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