Andrew Wilkins is a CFP-designated registered investment advisor, based in Boca Raton, FL, with 14 years of industry experience.
Location
2650 N. Military Trail, Suite 420, Boca Raton, FL, 33431
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Regulatory History
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 ActivitiesSells Insurance
Andrew is a partner at Eagle Harbor Advisors, where he works full-time as a registered representative and provides insurance services. He is also a member of Eagle Harbor Insurance, LLC, where he works a few hours per week as an agent for life insurance and long-term care solutions.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Directed Services LLCBroker
State Registrations25 states
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