Andrea Fitzgerald, financial advisor Wayne PA

Andrea Fitzgerald

CRD Number: 4936585
Current Firm: Independence Advisors, LLC

Andrea Fitzgerald (CRD# 4936585) is an Investment Advisor Representative working at Independence Advisors, LLC in Wayne, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Independence Advisors, LLC Wayne, PA Jul 2019 - Current 1
Kyffin Grove / Sage Senior Living North Wales, PA Jul 2018 - Current 2
Cliftonlarsonallen Wealth Advisors Plymouth Meeting, PA Dec 2016 - Jul 2019 2
Legacy Advisors Plymouth Meeting, PA Oct 2009 - Dec 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Andrea Fitzgerald
Phone Number: 610-695-8070
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,323
    MILLIONS
  • Total Number of Accounts
    1,535
    ACCOUNTS
  • Average Account Value
    $862,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, DE, FL, LA, NC, NH, NJ, NY, PA, SC, TX, VA

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