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Andrea Kaye Doller

18 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
422 advisors
Number of Clients
111,059 clients
Average Client Portfolio
$338K average
Assets Under Management
$37.5B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

One Russell Place, Dayton, OH, 45409

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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.

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Other Business ActivitiesSells Insurance

Andrea works as a Wealth Advisor at Russell Total Wealth & Wellness, focusing on insurance sales and services, dedicating about 10-20% of her time. She also serves as Board Chair for Dayton Children's Hospital Planned Giving Advisory Committee, spending minimal time on this role.

Employment History
Current Registrations
Ae Wealth Management, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Arkadios Wealth Advisors
September 2022 - March 2024 · 1 yr 6 mos
Arkadios CapitalBroker
September 2022 - March 2024 · 1 yr 6 mos
Kalos Management
April 2021 - September 2022 · 1 yr 5 mos
Kalos Capital, INC.Broker
March 2021 - September 2022 · 1 yr 6 mos
PNC Investments
August 2013 - December 2018 · 5 yrs 4 mos
PNC InvestmentsBroker
August 2013 - December 2018 · 5 yrs 4 mos
The Huntington Investment Company
January 2012 - August 2013 · 1 yr 7 mos
The Huntington Investment CompanyBroker
March 2010 - August 2013 · 3 yrs 5 mos
The Huntington Investment CompanyBroker
June 2004 - May 2009 · 4 yrs 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.