Andrew Evener, financial advisor San Francisco CA

Andrew Evener

CRD Number: 6292600
Current Firm: Sofi Wealth LLC

Andrew Evener (CRD# 6292600) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sofi Securities LLC San Fransisco, CA Feb 2021 - Current < 1
Sofi Wealth LLC San Fransisco, CA Feb 2021 - Current < 1
Kestra Financial, Inc. St. Augustine, FL Oct 2019 - Jan 2021 1
The Bailey Group St. Augustine, FL Oct 2019 - Jan 2021 1
Unemployed St. Augustine, FL Sep 2015 - Sep 2019 4
Lpl Financial Fleming Island, FL Apr 2014 - Sep 2015 1
Vystar Credit Union Fleming Island, FL Jan 2014 - Sep 2015 1
Vystar Credit Union St. Augustine, FL Nov 2012 - Jan 2014 1
Hancock Bank Jacksonville, FL Feb 2010 - Oct 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Andrew A. Evener
Phone Number: 855-525-7634
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    523
    MILLIONS
  • Total Number of Accounts
    79,972
    ACCOUNTS
  • Average Account Value
    $6,542
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VI, VT, WA, WI, WV

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