AV
CFP · ChFC
AV
CFP · ChFC

Andre Veres

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
437 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

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Location

1820 E River Road, Suite 230, Tucson, AZ, 85718

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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

Andre is a partner at Longview Insurance & Investments, where he sells and services multi-line insurance, including life, accident, health/DI/LTC, and annuity accounts, dedicating nearly full-time hours to this role. He also owns Veres Insurance & Investments, LLC for tax purposes, but does not conduct business through it.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
August 2016 - Present · 9 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Oneamerica Securities, INC.
April 2014 - June 2016 · 2 yrs 2 mos
Oneamerica Securities, INC.Broker
March 2014 - June 2016 · 2 yrs 3 mos
AXA Advisors, LLCBroker
April 2013 - February 2014 · 10 mos
State Registrations25 states
ALAZCACODCFLIAIDILINMDMIMNMONJNMNVNYOHORPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andre Veres - Financial Advisor | TrueAdvisor