Andrew WilkinsonCRD Number: 3165358
Current Firm: Thrivent Investment Management Inc.
Andrew Wilkinson (CRD# 3165358) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salem, NH and has over 18 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|Thrivent Investment Management Inc.||Salem, NH||Mar 2010 - Current||7|
|Thrivent Financial For Lutherans||Appleton, WI||Mar 2010 - Current||7|
|Unemployed||Salem, NH||Jul 2008 - Mar 2010||1|
|Financial Network||El Segundo, CA||Sep 2006 - Jun 2008||1|
|New England Securities||Providence, RI||Apr 2001 - Aug 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV