AL
CFP
AL
CFP

Andrew Scott Lubben

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

1025 Old Roswell Road, Suite 104, Roswell, GA, 30076

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew owns The Lubben Co., a vending machine business, since 1998. He spends minimal time emptying the machines, and the business is not investment-related.

Employment History
Current Registrations
Merit Financial Advisors
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Ronald Blue & CO. LLC
February 2003 - October 2015 · 12 yrs 8 mos
State Registrations3 states
GALATX
Advisor
Exams
No exam information available for this advisor.
Andrew Scott Lubben - Financial Advisor | TrueAdvisor