AM
CFP
AM
CFP

Andrew Mika

10 Years of Experience
Falls Church, VA
BrokerSells Insurance

Andrew Mika is a CFP-designated registered investment advisor at LPL Financial LLC, based in Falls Church, VA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

6066 Leesburg Pike, Suite 340, Falls Church, VA, 22041

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 →
Other Business ActivitiesSells Insurance

Andrew is involved with Meighan Wealth Management Group, selling non-variable insurance, dedicating minimal time. He also has a DBA for LPL business, spending full-time hours on this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Grove Point Advisors, LLC
June 2021 - May 2025 · 3 yrs 11 mos
Grove Point Investments, LLCBroker
June 2021 - May 2025 · 3 yrs 11 mos
Pegasus Financial Group LLC
May 2016 - June 2021 · 5 yrs 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
March 2016 - July 2021 · 5 yrs 4 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAILKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPASCTXVAVTWAWIWV
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.
Andrew Mika - Financial Advisor | TrueAdvisor