Andrew Kinney, financial advisor Tampa FL
93 score

Andrew Kinney

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Andrew J. Kinney
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, 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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