Andrew Brown
Andrew Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Holladay, UT, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6405 South 3000 East, Suite 250, Holladay, UT, 84121
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 is an independent contractor and financial advisor for First Western Advisors since 2019, dedicating about half of his time to this role. Since 2020, Andrew also markets life insurance through Harding Financial Partners, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
First Western Advisors
First Western AdvisorsBroker
Alpine Capital Management, LLC
Andina Family Offices
MML Investors Services, LLCBroker
Fidelity Brokerage Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations21 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.