AM
CFA · CFP
AM
CFA · CFP

Andrew Mcphail

9 Years of Experience
St. Louis, MO
Broker

Andrew Mcphail is a CFA, CFP-designated registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One North Jefferson Avenue, Mail Code: H0004-05E, St. Louis, MO, 63103

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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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Employment History
Current Registrations
Wells Fargo Advisors
March 2026 - Present · 2 mos
Wells Fargo Advisors Financial Network, LLC
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Clearing Services, LLC
November 2021 - Present · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Wells Fargo Advisors
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Suntrust Investment Services, INC.
August 2011 - May 2016 · 4 yrs 9 mos
Suntrust Investment Services, INC.Broker
July 2011 - May 2016 · 4 yrs 10 mos
State Registrations27 states
ALARCACOCTDCFLGALAMDMEMIMONCNHNJNVNYOHPASCTNTXVAVirgin IslandsWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.