Andrew KinneyCRD Number: 5378141
Current Firm: J. W. Cole Advisors, Inc.
Andrew Kinney (CRD# 5378141) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Financial, Inc.||Tampa, FL||Nov 2009 - Current||7|
|Jonathan Roberts Advisor Group, Inc.||Tampa, FL||Nov 2009 - Current||7|
|Guaranteed Rate, Inc.||Chicago, IL||Jun 2009 - Dec 2010||1|
|Iai||Northbrook, IL||Aug 2008 - Nov 2009||1|
|World Group Securities||Northbrook, IL||Aug 2007 - Nov 2009||2|
|Wfg||Northbrook, IL||Jul 2007 - Nov 2009||2|
|City First Mortgage||Bountiful, UT||Oct 2008 - Jun 2009||< 1|
|First Choice Funding||Edwardsville, IL||Jun 2008 - Jun 2009||1|
|Anchor Mortgage||Chesterfield, MO||Jan 2008 - Aug 2008||< 1|
|Accredited Home Lenders||Edwardsville, IL||Jul 2001 - Feb 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- 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, 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, VT, WA, WI, WV