Andrew Scheppegrell is a registered investment advisor, based in Greensboro, NC, with 8 years of industry experience.
Location
628 Green Valley Rd., Suite 206, Greensboro, NC, 27408
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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
Capfinancial Securities, LLC.Broker
October 2024 - Present · 1 yr 7 mos
Captrust
October 2024 - Present · 1 yr 7 mos
Capfinancial Securities, LLC.
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - April 2024 · 10 mos
Advisornet Wealth Partners
July 2021 - April 2024 · 2 yrs 9 mos
Cetera Advisor Networks LLCBroker
July 2021 - April 2024 · 2 yrs 9 mos
Cetera Advisor Networks LLC
July 2021 - June 2023 · 1 yr 11 mos
Lincoln Financial Advisors Corporation
January 2018 - July 2021 · 3 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
December 2016 - July 2021 · 4 yrs 7 mos
State Registrations1 state
NC
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.