Andrew Spillman
Andrew Spillman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 31 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
3838 Oak Lawn Avenue, Suite 1420, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Andrew is an owner of APG Wealth Management and Spillman Wealth Management LLC, both support companies where he works as a financial advisor. He also owns The Art Menu LLC as an investor only; all three activities require minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
State Registrations13 states
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