Andrew Murray Buchanan

Private Client Services, LLC

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

2424 Harrodsburg Road, Suite 207, Lexington, KY, 40503

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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.

Other Business Activities

Andrew works full-time as a Registered Investment Advisor (RIA) at AssuredPartners Investment Advisors, LLC. He dedicates nearly full-time hours during trading hours.