Andrew Staley
Andrew Staley is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nampa, ID, with 19 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
521 12th Avenue S., Nampa, ID, 83651
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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 works as a financial advisor for KDP Certified Public Accountants, LLP, Avantax Insurance Agency/Avantax Insurance Services, KDP Wealth Management, LLC, Kosmatka Donnelly & Co, LLP, and SORREN. These roles involve investment planning, tax planning, wealth management, and selling insurance and annuity products; these activities take up a significant portion of Andrew's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Invesco Distributors, INC.Broker
Support Services, INC.Broker
Aag Securities, INC.Broker
State Registrations7 states
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