Andrew Killion (CRD# 2307056) is an Investment Advisor Representative working at Bankers Investment Counseling in Santa Paula, CA and has over 31 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anchors Way Advisors, LLC | Ventura, CA | Mar 2023 - Current | 1 |
| Bankers Investment Counseling Company | Santa Paula, CA | Aug 2019 - Current | 4 |
| Andy Killion-marine Surveyor | Ventura, CA | Jan 2015 - Mar 2023 | 8 |
| Bank Of America, N.a. | Oxnard, CA | Aug 2016 - Jul 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oxnard, CA | Dec 2015 - Jul 2019 | 3 |
| Nrc Corp | Alameda, CA | Oct 2015 - Dec 2015 | < 1 |
| Mar Inc. | Ventura, CA | Oct 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$271,706
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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.