AW
AW
Andrew Widing
21 Years of Experience
Dublin, OH
2 DisclosuresBroker
Andrew Widing is a registered investment advisor at Raymond James & Associates, INC., based in Dublin, OH, with 21 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
6745 Longshore St, Suite 220, Dublin, OH, 43017
Get directionsHistory
Regulatory History (2)
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Regulatory
November 2005Final
Criminal
July 2000Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
September 2006 - May 2024 · 17 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
August 2006 - May 2024 · 17 yrs 9 mos
Mcdonald Investments INC.
January 2005 - August 2006 · 1 yr 7 mos
Mcdonald Investments INC.Broker
October 2004 - August 2006 · 1 yr 10 mos
State Registrations12 states
AZCOFLGAMONCNYOHPASCTNVA
AdvisorBrokerBoth
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
No exam information available for this advisor.