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Andrea Lynn Dykes

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
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Location

6900 Wisconsin Avenue, 5th Floor, Chevy Chase, MD, 20815

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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 ActivitiesSells Insurance

Andrea is a managing partner/agent at Howard Insurance since 2014, selling fixed insurance products, dedicating nearly full-time hours to this role. She is also an IAR Rep at TLG Advisors Inc since 2016, dedicating a few hours per week, and a referral source for health insurance and employee benefits at Hub International since January 2024.

Employment History
Current Registrations
Tlg Advisors, INC.
April 2016 - Present · 9 yrs 10 mos
The Leaders Group, INC.
April 2016 - Present · 9 yrs 10 mos
The Leaders Group, INC.Broker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
June 2013 - April 2016 · 2 yrs 10 mos
LPL Financial LLC
June 2013 - June 2014 · 1 yr
MML Investors Services, LLC
March 2007 - July 2013 · 6 yrs 4 mos
MML Investors Services, LLCBroker
December 2004 - July 2013 · 8 yrs 7 mos
State Registrations10 states
CACTDCFLMDNCNJOHTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrea Lynn Dykes - Financial Advisor | TrueAdvisor