Andargachew Tadesse, financial advisor Seattle WA
93 score

Andargachew Tadesse

CRD Number: 5506470
Current Firm: Advice And Planning Services

Andargachew Tadesse (CRD# 5506470) is an Investment Advisor Representative working at Advice And Planning Services in Seattle, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Seattle, WA Jun 2012 - Current 4
Tiaa Individual & Institutional Services, LLC Seattle, WA Jun 2012 - Current 4
Jpmorgan Chase Bank Na Edmonds, WA Jul 2009 - Jun 2012 2
Chase Investment Services Corp Edmonds, WA Jul 2009 - Jun 2012 2
Self Employed Mountlake Terrace, WA Mar 2009 - Jul 2009 < 1
Banc Of America Investment Services, Inc. Seattle, WA Apr 2008 - Mar 2009 < 1
Banc Of America Insurance Services, Inc. Seattle, WA Apr 2008 - Mar 2009 < 1
Bank Of America, N.a. Seattle, WA Jan 1998 - Apr 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Andargachew Z. Tadesse
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
93
Clean Record
This advisor has a clean track record with regulators.

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