Andrew Lord (CRD# 1289303) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has over 17 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Securities, Inc. | Akron, OH | Jun 2020 - Current | 3 |
| Essential Planning, LLC | Portsmouth, NH | Jun 2002 - Current | 21 |
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2016 - Jun 2020 | 3 |
| Investors Capital Corporation | Lynnfield, MA | May 2014 - Aug 2016 | 2 |
| Connecticut Mutual Life Insruance Company | Bedford, NH | Oct 1991 - Aug 2016 | 24 |
| Provident Mutual | Philadelphia, PA | May 1985 - Aug 2016 | 31 |
| Fortune Financial Services Inc. | New Brighton, PA | Jun 2006 - May 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- ME
- MA
- NH
- NY
- TX
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Total Assets Under Management379MILLIONS
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Total Number of Accounts1,676ACCOUNTS
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Average Account Value$225,915
- 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
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH, NY, TX, VT
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