AL
AL

Andrew Jordan Landsman

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
920 clients
Average Client Portfolio
$511K average
Assets Under Management
$470.0M

Fee Structure

Minimum Investment:$25K
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Location

Lafayette, CO

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Andrew owns Beacon Global Advisors, an insurance agency, and works as an insurance agent selling life insurance and annuities, dedicating about a quarter of his time. He also works as an investment adviser representative for Beacon Global Advisory Network, LLC and Hoxton Capital Management USA LLC, spending about a quarter of his time at each firm managing wealth for cross-border, multinational, and expat clients.

Employment History
Current Registrations
Hoxton Wealth USA LLC
September 2023 - Present · 2 yrs 5 mos
Beacon Global Advisor Network, LLC
October 2018 - Present · 7 yrs 4 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.