AW
AW

Andrew John Walkington

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
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Location

310 East 4500 South, Suite 230, Salt Lake City, UT, 84107

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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 involved in several insurance-related activities, including acting as an agent for Martin D Olson Financial LLC, National Life Insurance Company, and Andrew J Walkington Financial LLC. He also works with Focus Financial Services as an agent for marketing purposes, dedicating minimal time to each of these roles except for Martin D Olson Financial LLC, which takes about a quarter of his time.

Employment History
Current Registrations
Esi Financial Advisors
April 2021 - Present · 4 yrs 10 mos
Equity Services, INC.Broker
July 2019 - Present · 6 yrs 7 mos
State Registrations18 states
AKAZCACOHIIDINMTNDNMOHORPASDTXUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.