AT
CFP
AT
CFP

Andrew Christopher Thrift

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,492 clients
Average Client Portfolio
$479K average
Assets Under Management
$714.9M

Fee Structure

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Location

999 West Chester Pike, Suite 202, West Chester, PA, 19382

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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 sells variable annuities, annuities, and term life insurance through Market Street Financial Group, LLC since 2016. He is also an independent contractor providing back office assistance and database management for Leppert Holt Consulting LLC, and the president of Watford Wealth Management, Inc., working as a financial planner for about an hour per week.

Employment History
Current Registrations
Market Street Wealth Management
January 2017 - Present · 9 yrs 1 mo
USA Financial Securities LLCBroker
September 2016 - Present · 9 yrs 5 mos
State Registrations8 states
DEFLNCNHNJPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.