Andrew Millar, financial advisor Santa Maria CA
59 score

Andrew Millar

CRD Number: 5408494
Current Firm: Edward Jones

Andrew Millar (CRD# 5408494) is an Investment Advisor Representative working at Edward Jones in Santa Maria, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Aug 2007 - Current 9
Kiddie Kobbler Santa Maria, CA Oct 2006 - Aug 2007 < 1
The Global Consulting Partnership Wayne, PA Sep 1999 - Aug 2007 7
Lompoc Hospital Lompoc, CA Jun 1999 - Aug 2007 8
Psychology Center Of Santa Maria Santa Maria, CA Oct 1995 - Aug 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Andrew W. Millar
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
59

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