AL
CFP
AL
CFP

Andrew Lalley

7 Years of Experience
Wahington, DC
Broker

Andrew Lalley is a CFP-designated registered investment advisor, based in Wahington, DC, with 7 years of industry experience.

Location

801 18th Street NW, Suite 1000, Wahington, DC, 20006

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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 an intern at Steward Partners Investment Advisory LLC, an employee at The Washington Wealth Group, and the head coach for the Walter Johnson Crew Club. He also works as an assistant coach for the Jackson Reed Crew team, dedicating about a quarter of his time to these coaching activities.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs 4 mos
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 4 mos
Steward Partners Investment Advisory, LLC
March 2019 - Present · 7 yrs 6 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
October 2018 - May 2022 · 3 yrs 7 mos
State Registrations39 states
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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 Lalley - Financial Advisor | TrueAdvisor