AB
CFP
AB
CFP

Andrew Borders

15 Years of Experience
Exton, PA
BrokerSells Insurance

Andrew Borders is a CFP-designated registered investment advisor, based in Exton, PA, with 15 years of industry experience.

Location

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

Andrew is an advisory representative of a registered investment advisor (RIA), spending about half his time trading. He is also an insurance agent, dedicating a few hours per week, and owns Plan and Prosper Financial Partners LLC, spending full-time hours trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2024 - Present · 1 yr 8 mos
Cambridge Investment Research, INC.Broker
November 2024 - Present · 1 yr 8 mos
Cambridge Investment Research, INC.
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Cuso Financial Services, L.P.
April 2013 - November 2024 · 11 yrs 7 mos
Cuso Financial Services, L.P.Broker
April 2013 - November 2024 · 11 yrs 7 mos
Wells Fargo Advisors, LLC
March 2011 - March 2013 · 2 yrs
Wells Fargo Advisors, LLCBroker
March 2011 - March 2013 · 2 yrs
Edward Jones
October 2009 - June 2010 · 8 mos
Edward JonesBroker
September 2009 - June 2010 · 9 mos
State Registrations10 states
CADEFLMDMENCNYORPATX
AdvisorBrokerBoth

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