GA
GA

George Andrews

27 Years of Experience
Brentwood, TN
Broker

George Andrews is a registered investment advisor at Commonwealth Financial Network, based in Brentwood, TN, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

100 Winners Circle, Suite 155, Brentwood, TN, 37027

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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
Commonwealth Financial Network
August 2022 - Present · 3 yrs 9 mos
Commonwealth Financial NetworkBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Southwestern Investment Advisory Services, LLC
May 2018 - August 2022 · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2018 - August 2022 · 4 yrs 4 mos
Independent Financial Partners
November 2016 - June 2018 · 1 yr 7 mos
LPL Financial LLC
April 2012 - March 2017 · 4 yrs 11 mos
LPL Financial LLCBroker
July 2008 - April 2018 · 9 yrs 9 mos
Pfic Securities CorporationBroker
October 2001 - May 2007 · 5 yrs 7 mos
Pfic Securities CorporationBroker
February 1999 - September 2001 · 2 yrs 7 mos
Cambridge Way, INC.Broker
September 1996 - October 1998 · 2 yrs 1 mo
State Registrations1 state
TN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
George Andrews - Financial Advisor | TrueAdvisor