Andrew Factor, financial advisor Wayne PA
90 score

Andrew Factor

CRD Number: 5628997
Current Firm: The Wharton Advisory Group, LLC

Andrew Factor (CRD# 5628997) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Wayne, PA Jan 2012 - Current 4
Wharton Advisory Group Wayne, PA Jan 2012 - Current 4
Mml Investors Services Bala Cynwyd, PA Oct 2011 - Dec 2011 < 1
Massmutual Life Insurance Company Bala Cynwyd, PA Jul 2011 - Dec 2011 < 1
Northwestern Mutual Investment Services, LLC Philadelphia, PA Mar 2011 - Jul 2011 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2010 - Jul 2011 1
Unemployed Philadelphia, PA Jan 2010 - May 2010 < 1
University Of Hartford Hartford, CT Aug 2005 - Jan 2010 4
Scottrade Manchester, CT Jan 2009 - Jun 2009 < 1
Blue Bell Private Wealth Management Blue Bell, PA May 2008 - Aug 2008 < 1
Unemployed Philadelphia, PA Sep 2007 - May 2008 < 1
Independent Funding Wayne, PA May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Andrew W. Factor
Phone Number: 610-293-9000
Firm Website: http://www.whartonag.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    301
    MILLIONS
  • Total Number of Accounts
    926
    ACCOUNTS
  • Average Account Value
    $325,357
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

DE, FL, NC, NH, NJ, NY, PA, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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