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Andrew C Mcdermitt

12 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
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Location

6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211

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History

Regulatory History (1)
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Criminal
October 2005
Final Disposition
Other Business ActivitiesSells Insurance

Andrew is the Director of Business Development - Annuities at Creative One, an independent marketing organization, dedicating nearly full-time hours to wholesaling annuities. He also owns personal investment real estate properties, requiring minimal time, and is the Owner/Founder of Carolina Portfolio and Income Architects, spending a few hours per week on financial planning, securities, and variable and fixed product sales.

Employment History
Current Registrations
Creativeone Securities, LLC
February 2022 - Present · 4 yrs
Creativeone Securities, LLCBroker
February 2021 - Present · 5 yrs
Previous Registrations
Brighthouse Securities, LLCBroker
March 2017 - January 2021 · 3 yrs 10 mos
Metlife Investors Distribution CompanyBroker
September 2013 - March 2017 · 3 yrs 6 mos
MML Investors Services, LLCBroker
April 2013 - September 2013 · 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.