AS
AS

Andrew Warren Schaper

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

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Location

5120 Selkirk Drive, Suite 200, Birmingham, AL, 35242

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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 ActivitiesSells Insurance

Andrew works as an IAR/financial advisor for Summit Financial dba Garrett, Perkins & Horton Advisory Partners, dedicating full-time hours to trading, investment modeling, and client performance discussions. He also works as an agent for independent insurance agencies, providing fixed/traditional insurance advice for a few hours per week.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - Present · 2 yrs 1 mo
Summit Financial, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
May 2019 - January 2024 · 4 yrs 8 mos
Ameriprise Financial Services, LLCBroker
May 2019 - January 2024 · 4 yrs 8 mos
AXA Advisors, LLC
February 2019 - May 2019 · 3 mos
AXA Advisors, LLCBroker
October 2018 - May 2019 · 7 mos
State Registrations3 states
ALMSOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.