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Andrew Patrick Bray

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFixed/Hourly
Firm Size
142 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

701 Green Valley Rd, Suite 308, Greensboro, NC, 27408

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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

Andrew is an employee of Marsh & McLennan Agency LLC, conducting non-investment related business activities supporting their insurance services. He is also an investment adviser representative of MMA Asset Management LLC, providing wealth management and financial planning services.

Employment History
Current Registrations
Mma Securities LLC
April 2023 - Present · 2 yrs 10 mos
Mma Securities LLC
April 2023 - Present · 2 yrs 10 mos
Mma Asset Management LLC
April 2023 - Present · 2 yrs 10 mos
Mma Securities LLCBroker
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
LPL Financial LLC
May 2010 - April 2023 · 12 yrs 11 mos
LPL Financial LLCBroker
May 2010 - April 2023 · 12 yrs 11 mos
Ameriprise Financial Services, INC.
September 2008 - May 2010 · 1 yr 8 mos
Ameriprise Financial Services, INC.Broker
July 2007 - May 2010 · 2 yrs 10 mos
State Registrations25 states
AZCACOCTDCDEFLGAIDMAMNNCNENYOHOKPASCTNTXUTVAVTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Patrick Bray - Financial Advisor | TrueAdvisor