AK
CFP
AK
CFP

Andrew Kritikos

8 Years of Experience
Lincoln, NE
Broker

Andrew Kritikos is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Lincoln, NE, with 8 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
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Location

2930 Ridge Line Road, Suite 111, Lincoln, NE, 68516

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
TD Ameritrade, INC.Broker
January 2019 - January 2021 · 2 yrs
Wells Fargo Clearing Services, LLCBroker
September 2016 - November 2018 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLC
September 2016 - November 2018 · 2 yrs 2 mos
Wells Fargo Advisors, LLC
March 2016 - May 2016 · 2 mos
Wells Fargo Advisors, LLCBroker
February 2016 - May 2016 · 3 mos
State Registrations9 states
CADCIAILKSMTNEPATX
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.