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Andrew Cashiola

34 Years of Experience
1 DisclosureBroker

Andrew Cashiola is a registered investment advisor at Independent Financial Group, LLC, based in Houston, TX, with 34 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

5701 Woodway Drive #330, Houston, TX, 77057

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History

Regulatory History (1)
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Judgment / Lien
January 2014
Employment History
Current Registrations
Independent Financial Group, LLC
January 2026 - Present · 3 mos
Independent Financial Group, LLCBroker
January 2026 - Present · 3 mos
Previous Registrations
Morgan Stanley
November 2019 - January 2026 · 6 yrs 2 mos
Morgan StanleyBroker
November 2019 - January 2026 · 6 yrs 2 mos
Raymond James Financial Services Advisors, INC
April 2018 - January 2019 · 9 mos
Raymond James Financial Services, INC.Broker
March 2018 - January 2019 · 10 mos
Ameriprise Financial Services, INC.Broker
January 2013 - March 2018 · 5 yrs 2 mos
Ameriprise Financial Services, INC.
January 2013 - March 2018 · 5 yrs 2 mos
Southwest Securities, INC.Broker
August 2011 - January 2013 · 1 yr 5 mos
Southwest Securities, INC.
August 2011 - January 2013 · 1 yr 5 mos
Bic Distributors, LLCBroker
June 2011 - July 2011 · 1 mo
Morgan Keegan & Company, INC.
March 2007 - June 2011 · 4 yrs 3 mos
Morgan Keegan & Company, INC.Broker
March 2007 - June 2011 · 4 yrs 3 mos
UBS Financial Services INC.
January 2004 - February 2007 · 3 yrs 1 mo
UBS Financial Services INC.Broker
August 1999 - February 2007 · 7 yrs 6 mos
Amherst Securities Group, INC.Broker
October 1997 - November 1998 · 1 yr 1 mo
Amherst Securities Group, INC.Broker
November 1995 - December 1996 · 1 yr 1 mo
Legg Mason Wood Walker, IncorporatedBroker
May 1995 - November 1995 · 6 mos
Westcap Securities, L.P.Broker
August 1994 - May 1995 · 9 mos
Government Securities CorporationBroker
January 1993 - August 1994 · 1 yr 7 mos
Gsc Securities, INC.Broker
January 1993 - August 1994 · 1 yr 7 mos
Painewebber IncorporatedBroker
December 1991 - January 1993 · 1 yr 1 mo
Registered Securities Corporation of TexasBroker
May 1990 - January 1992 · 1 yr 8 mos
Government Securities CorporationBroker
May 1989 - January 1992 · 2 yrs 8 mos
State Registrations1 state
TX
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.