Andrew Aldredge is a registered investment advisor, based in Tulsa, OK, with 19 years of industry experience.
Location
4625 E. 91st Street, Tulsa, OK, 74137
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a financial advisor for Estate Needs Advisors, LLC and Advisory Resource Group DBA Compass Pointe, focusing on fixed annuities and advisory services, respectively, dedicating minimal and about 10-20% of his time to each. He also manages rental properties as a partner in EJC Properties, LLC and is a member/secretary of River Trees LLC, spending minimal time on each.
Employment History
Current Registrations
M. S. Howells & CO.Broker
The Advisory Resource Group, LLC
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations13 states
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