AW
AW

Andrew Scott Werner

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

1125 N.W. Couch St., Ste. 900, Portland, OR, 97209

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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 Activities

Andrew is a financial analyst at Mezrah Financial, focusing on research, case design, proposals, and account-opening paperwork. This member firm affiliation takes up a full-time commitment.

Employment History
Current Registrations
M Holdings Securities, INC.
February 2024 - Present · 2 yrs
M Holdings Securities, INC.Broker
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Harwood Advisory Group, LLC
July 2018 - December 2018 · 5 mos
State Registrations2 states
FLMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.