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Andrew Merchant

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
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Location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

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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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Other Business ActivitiesSells Insurance

Andrew is an insurance agent selling life, long-term care, and Medicare insurance products, dedicating about 10-20% of his time. He also sells fixed insurance products through Prime Capital Risk Management and owns The Hub Consulting Group, providing operational and membership engagement services to a non-profit private club a few hours per week.

Employment History
Current Registrations
Prime Capital Financial
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Visionpoint Advisory Group
August 2017 - March 2020 · 2 yrs 7 mos
LPL Financial LLCBroker
August 2017 - April 2020 · 2 yrs 8 mos
Fintegra, LLCBroker
October 2013 - September 2015 · 1 yr 11 mos
Fintegra, LLC
October 2013 - September 2015 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - September 2013 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - September 2013 · 2 yrs
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
Andrew Merchant - Financial Advisor | TrueAdvisor