Andrew Schaper is a registered investment advisor, based in Birmingham, AL, with 7 years of industry experience.
Location
5120 Selkirk Drive, Suite 200, Birmingham, AL, 35242
Get directionsHistory
Regulatory History
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 an IAR/financial advisor for Summit Financial dba Garrett, Perkins & Horton Advisory Partners, dedicating full-time hours to trading, investment modeling, and client performance discussions. He also works as an agent for independent insurance agencies, providing fixed/traditional insurance advice for a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.