AN
AN

Andrew Necaise

11 Years of Experience
Slidell, LA
Broker

Andrew Necaise is a registered investment advisor at Raymond James & Associates, INC., based in Slidell, LA, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

2077 E. Gause Blvd., Slidell, LA, 70461

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2019 - Present · 7 yrs
Raymond James & Associates, INC.Broker
May 2019 - Present · 7 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - May 2019 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - May 2019 · 4 yrs 4 mos
State Registrations30 states
ALARAZCACOFLGAIAILKYLAMDMEMIMNMOMSMTNCNHNVNYOHOKORSCTNTXVAWV
AdvisorBrokerBoth

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.