Andrew FactorCRD 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 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Lpl Financial, LLC||Wayne, PA||Jan 2012 - Current||5|
|Wharton Advisory Group||Wayne, PA||Jan 2012 - Current||5|
|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|
Total Assets Under Management301MILLIONS
Total Number of Accounts926ACCOUNTS
Average Account Value$325,357
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, FL, NC, NH, NJ, NY, PA, TX
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