Andrew Happ (CRD# 6687469) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Urbana, IL and has over 5 years of experience in the finance industry.
CRD# 4204391
Northwestern Mutual Investment Services,llc
CRD# 2667464
Northwestern Mutual Investment Services,llc
CRD# 5638945
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Busey Investment Services | Urbana, IL | Apr 2020 - Current | 4 |
| Raymond James Financial Services Advisors | Urbana, IL | May 2019 - Current | 4 |
| Busey Bank | Urbana, IL | Nov 2018 - Current | 5 |
| Raymond James Financial Services, Inc. | Urbana, IL | Sep 2018 - Current | 5 |
| Busey Trust Company | Urbana, IL | Feb 2016 - Nov 2018 | 2 |
| Busey Bank | Urbana, IL | May 2015 - Feb 2016 | < 1 |
| Tower Loan | Danville, IL | Feb 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- IL
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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