Andrew Factor, financial advisor Wayne PA
93 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 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Wayne, PA Jan 2012 - Current 6
Wharton Advisory Group Wayne, PA Jan 2012 - Current 6
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Northwestern Mutual Life Insurance Company Milwaukee, WI May 2010 - Jul 2011 1
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University Of Hartford Hartford, CT Aug 2005 - Jan 2010 4
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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:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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