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ChFC
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ChFC

Andrew Wallace Mccrosson

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

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Location

7 Arley Way, Suite 202B, Bluffton, SC, 29910

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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 insurance agent since 2008, selling various insurance products including life, long-term care, disability, annuities, health, property, and casualty insurance, dedicating nearly full-time hours to this. He is also the president of AMGIN, Inc. d.b.a. "Redeeming Financial Arts" and participates in the Mutual of Omaha Mortgage Leads Program.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
August 2011 - Present · 14 yrs 6 mos
Mutual of Omaha Investor Services, INC.Broker
September 2010 - Present · 15 yrs 5 mos
State Registrations2 states
GASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Wallace Mccrosson - Financial Advisor | TrueAdvisor