Andre Selfa
Andre Selfa is a registered investment advisor at Osaic Advisory Services, LLC, based in Walla Walla, WA, with 14 years of industry experience. Andre is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
2009 Walla Walla Ave Ste A, Walla Walla, WA, 99362
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2021Other Business ActivitiesSells Insurance
Andre works as a financial advisor for Pinnacle Ascent Wealth Management/Arbor Point Advisors, dedicating full-time hours to advisory and financial planning services. He also works as an advisor for fixed insurance products, including fixed annuities and term life insurance, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 states
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
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