Andrew Petty
Andrew Petty is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orlando, FL, with 24 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
10917 Dylan Loren Cir, Ste A, Orlando, FL, 32825
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business Activities
Andrew owns multiple real estate properties and is involved with Marlowe, Petty & Associates LLC and MP 007 Ventures LLC, which are related to his Ameriprise franchise practice. He also invests in a startup video game company, spending about a third of his time on his LLCs.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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