AS
AS

Andrew Sessions

12 Years of Experience
Indian Trail, NC
Broker

Andrew Sessions is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Indian Trail, NC, with 12 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
41 advisors
IM Fee
Planning only
Assets Under Management
$13.0B

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

Indian Trail, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is employed by Ascensus Group, LLC, the parent company of the firm. He is also associated with FuturePlan by Ascensus, dedicating his full-time work to his Ascensus job responsibilities.

Employment History
Current Registrations
Ascensus Investment Advisors, LLC
July 2022 - Present · 4 yrs 3 mos
Ascensus Broker Dealer Services, LLC
May 2022 - Present · 4 yrs 5 mos
Ascensus Broker Dealer Services, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - May 2022 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - May 2022 · 7 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2014 - February 2015 · 7 mos
Fidelity Brokerage Services LLCBroker
December 2013 - July 2014 · 7 mos
State Registrations2 states
MANC
AdvisorBroker

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
No exam information available for this advisor.
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