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Andrew Burd

19 Years of Experience
Nashville, TN
Broker

Andrew Burd is a registered investment advisor at Raymond James & Associates, INC., based in Nashville, TN, with 19 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

1033 Demonbreun Street, Suite 500, Nashville, TN, 37203

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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 is a business owner involved in a small operation selling various items online, including home decor, school supplies, clothing, and craft supplies. He dedicates about 10-20% of his time to this business, with no time spent during trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
July 2006 - February 2013 · 6 yrs 7 mos
Morgan Keegan & Company, INC.Broker
May 2006 - February 2013 · 6 yrs 9 mos
State Registrations29 states
ALARAZCACODCFLGAIDILKSKYLAMAMDMNMOMSNCNJNVNYPASCTNTXVAVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrew Burd - Financial Advisor | TrueAdvisor