PA
PA

Paul Andrews

24 Years of Experience
Bethesda, MD
Broker

Paul Andrews is a registered investment advisor at Raymond James & Associates, INC., based in Bethesda, MD, with 24 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

7501 Wisconsin Ave., Suite 740W, Bethesda, MD, 20814

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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

Paul is a partner and owner of Andrews Capital LLC, which will be used to hold his private investments. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2020 - Present · 6 yrs 3 mos
Raymond James & Associates, INC.
June 2020 - Present · 6 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - July 2020 · 11 yrs 6 mos
UBS Financial Services INC.Broker
January 2009 - July 2020 · 11 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley
May 2002 - April 2007 · 4 yrs 11 mos
Morgan Stanley Dw INC.Broker
February 2002 - April 2007 · 5 yrs 2 mos
State Registrations24 states
CACODCDEFLGAHIILINMDMNMOMSNCNMNVNYOHPASCTXVAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.