Andrew Morin, financial advisor Salt Lake City UT

Andrew Morin

CRD Number: 5933292
Current Firm: D.a. Davidson & Company

Andrew Morin (CRD# 5933292) is an Investment Advisor Representative working at D.a. Davidson & Company in Salt Lake City, UT and has over 12 years of experience in the finance industry.

Similar Advisors
Kevin Larson, financial advisor Salt Lake City UT
Kevin J. Larson
CRD# 4683570
Cetera Investment Advisers LLC
Similar Advisors
Paul Winter, financial advisor Salt Lake City UT
Paul N. Winter
CRD# 1870699
Five Seasons Financial Planning LLC
Similar Advisors
Robert Aamodt, financial advisor Salt Lake City UT
Robert P. Aamodt
CRD# 3037835
Rock House Financial
Company Name Location Dates Years
D.a. Davidson & Company Salt Lake City, UT May 2019 - Current 4
Unemployed Salt Lake City, UT Apr 2019 - May 2019 < 1
University Of Utah Salt Lake City, UT Aug 2017 - Apr 2019 1
Ge Healthcare Salt Lake City, UT May 2018 - Jul 2018 < 1
Alps Distributors, Inc. Salt Lake City, UT Feb 2014 - May 2017 3
Wasatch Advisors, Inc. Salt Lake City, UT Sep 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Andrew W. Morin
Phone Number: 406-727-4200
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

Ready to hire a financial advisor? Get competitive proposals from Andrew Morin and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.