AS
AS

Andrew Sessions

11 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only
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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.

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 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 · 3 yrs 7 mos
Ascensus Broker Dealer Services, LLC
May 2022 - Present · 3 yrs 9 mos
Ascensus Broker Dealer Services, LLCBroker
May 2022 - Present · 3 yrs 9 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
Exams
No exam information available for this advisor.