RA
RA

Robert Andrew

29 Years of Experience
BrokerSells Insurance

Robert Andrew is a registered investment advisor at Lockton Investment Advisors, LLC, based in Denver, CO, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
23 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

8110 E Union Avenue Suite 700, Denver, CO, 80237

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Robert works for Lockton Companies, LLC, an insurance brokerage firm, dedicating minimal time to providing general insurance brokerage services. He also spends nearly full-time providing investment advisory services through Lockton Investment Advisors, LLC, and dedicates minimal time to fundraising and community services for Cyclists 4 Community.

Employment History
Current Registrations
Lockton Investment Advisors, LLC
January 2012 - Present · 14 yrs 3 mos
Lockton Investment Securities, LLCBroker
August 2011 - Present · 14 yrs 8 mos
Previous Registrations
Financial Telesis INCBroker
October 2010 - August 2011 · 10 mos
Benefitscorp Equities, INC.Broker
October 2002 - December 2002 · 2 mos
One Orchard Equities, INC.Broker
January 1997 - October 2002 · 5 yrs 9 mos
The Great-West Life Assurance CompanyBroker
December 1988 - January 1997 · 8 yrs 1 mo
State Registrations6 states
AZCODEMOVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.