AV
AV

Andrew Voiles

16 Years of Experience
Boerne, TX
Broker

Andrew Voiles is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boerne, TX, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

31007 Ih - 10 West, Suite 109, Boerne, TX, 78006

Get directions

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.

Learn about disclosures →
Other Business Activities

Andrew works as a financial advisor for The Bank & Trust and Westex Investment Services, both bank or credit union associates. He dedicates about half his time to each position, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2011 - Present · 15 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2010 - Present · 16 yrs 4 mos
State Registrations15 states
AZCACOFLGAMINCNHNMOHOKORPATXVA
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.