AS
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Andrew Spearman

26 Years of Experience
Grosse Pointe Farms, MI
BrokerSells Insurance

Andrew Spearman is a registered investment advisor at Raymond James & Associates, INC., based in Grosse Pointe Farms, MI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

15 and 21 Kercheval Avenue, 2 Suites, Same Building, Grosse Pointe Farms, MI, 48236

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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 ActivitiesSells Insurance

Andrew is the successor trustee for The Spearman Family Trust and treasurer for the Grosse Pointe Library Foundation, dedicating minimal time to each. He also works as an insurance agent selling life and fixed annuities with various companies, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Cetera Advisors LLCBroker
September 2022 - November 2023 · 1 yr 2 mos
Sageview Advisory Group, LLC
December 2021 - November 2023 · 1 yr 11 mos
Cetera Investment Advisers LLC
November 2020 - November 2023 · 3 yrs
First Allied Advisory Services, INC.
April 2015 - November 2020 · 5 yrs 7 mos
First Allied Securities, INC.Broker
April 2015 - September 2022 · 7 yrs 5 mos
Wells Fargo Advisors, LLC
October 2010 - April 2015 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
July 2010 - April 2015 · 4 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Citigroup Global Markets INC.Broker
November 1999 - June 2009 · 9 yrs 7 mos
State Registrations20 states
AZCACOFLGAIAILKYLAMAMDMIMNMONCNYOHTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.