AL
AL

Andrew Lamar

33 Years of Experience
Waverly, AL
Broker

Andrew Lamar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Waverly, AL, with 33 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Waverly, AL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew owns commercial rental property since 2009, dedicating minimal time to it. He also owns a patent and plans to market it to interested companies, spending a few hours per week on this endeavor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2010 - Present · 16 yrs 3 mos
Raymond James Financial Services, INC.
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Edward Jones
September 2006 - February 2009 · 2 yrs 5 mos
Edward JonesBroker
September 1995 - February 2009 · 13 yrs 5 mos
Prudential Securities IncorporatedBroker
February 1995 - September 1995 · 7 mos
Pruco Securities CorporationBroker
February 1993 - March 1995 · 2 yrs 1 mo
State Registrations31 states
ALARAZCACOCTFLGAIDILINKYLAMDMIMNMOMSNCNJNVNYOHORPASCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrew Lamar - Financial Advisor | TrueAdvisor