AS
AS

Andrew Emerson Shuford

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
435 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

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Location

301 Commerce Street, Suite 1350, Fort Worth, TX, 76102

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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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Employment History
Current Registrations
&partners
February 2024 - Present · 2 yrs
&partnersBroker
February 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2023 - February 2024 · 5 mos
Wells Fargo Clearing Services, LLC
August 2023 - February 2024 · 6 mos
Fisher Investments
December 2019 - June 2023 · 3 yrs 6 mos
State Registrations10 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.