Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
Loading...

Location

64 E Pecos Rd, Gilbert, AZ, 85295

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew works as a financial advisor for PFG Advisors and TruWest Credit Union, dedicating full-time hours to each. He also works as an insurance advisor, selling whole life, term life, indexed life, and long-term care insurance.

Employment History
Current Registrations
Pfg Advisors
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - November 2025 · 1 yr 5 mos
Securities America, INC.Broker
November 2020 - June 2024 · 3 yrs 7 mos
Bancwest Investment Services, INC. (bwis)
February 2018 - November 2020 · 2 yrs 9 mos
Bancwest Investment Services, INC.Broker
February 2018 - November 2020 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2014 - February 2018 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - February 2018 · 3 yrs 7 mos
State Registrations6 states
AZCAILTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.