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Andrew Hartsfield

13 Years of Experience
Salt Lake City, UT

Andrew Hartsfield is a registered investment advisor at Walkerhaven Equities GP, LLC, based in Salt Lake City, UT, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Salt Lake City, UT

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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
Walkerhaven Equities GP, LLC
June 2013 - Present · 12 yrs 11 mos
Walkerhaven Capital Management, LLC
February 2013 - Present · 13 yrs 3 mos
State Registrations1 state
UT
Advisor

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.
Andrew Hartsfield - Financial Advisor | TrueAdvisor