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
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Location

3200 N. Central Ave. Suite 200, Phoenix, AZ, 85012

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andres sells fixed, variable, long-term care, and Medicare insurance products, dedicating about 10-20% of his time to this activity. He also works as an Investment Advisor Representative (IAR) for PFG Advisors, spending about a quarter of his time managing advisory clients, and owns a rental property in Tucson, which requires minimal time.

Employment History
Current Registrations
Pfg Advisors
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - November 2025 · 1 yr 5 mos
Securities America, INC.Broker
May 2024 - June 2024 · 1 mo
Equitable Advisors, LLC
June 2017 - May 2024 · 6 yrs 11 mos
Equitable Advisors, LLCBroker
May 2017 - May 2024 · 7 yrs
State Registrations4 states
AZCAOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.