Andrew Rader (CRD# 6110495) is an Investment Advisor Representative working at Sollinda Capital Management LLC in Miami, FL and has over 11 years of experience in the finance industry. Andrew Rader has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sollinda Capital Management LLC | Miami, FL | Dec 2023 - Current | < 1 |
| Capital Investment Group, Inc. | Raleigh, NC | Jan 2019 - Current | 5 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | May 2016 - Dec 2023 | 7 |
| Capital Investment Group, Inc. | Raleigh, NC | May 2016 - Jun 2017 | 1 |
| Pnc Investments | Hickory, NC | Dec 2014 - May 2016 | 1 |
| Packerland Brokerage Services | Green Bay, WI | Jul 2014 - Dec 2014 | < 1 |
| New Horizon Financial Group | Canton, OH | Mar 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- NC
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Total Assets Under Management917MILLIONS
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Total Number of Accounts1,159ACCOUNTS
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Average Account Value$791,029
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, NC
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