Andrew SmithCRD Number: 1198410
Current Firm: Wells Fargo Advisors Financial Network, LLC
Andrew Smith (CRD# 1198410) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Spokane, WA and has over 33 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Wells Fargo Advisors Financial Network, LLC||Spokane, WA||Jul 2015 - Current||2|
|Ubs Financial Services Inc.||Spokane, WA||Aug 2006 - Jul 2015||8|
|Piper Jaffray Inc.||Spokane, WA||Jan 1994 - Aug 2006||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 1992|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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