AM
AM

Andrew Joseph Mcdirmid

6 Years of Experience
1 Disclosure
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
275 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$306.2M
Loading...

Location

9 S Washington St, Ste 211, Spokane, WA, 99201

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2025
Final
Other Business Activities

Andrew is involved with TheHuna, an outdoor clothing retailer, assisting with accounting, marketing, design, and strategic planning, dedicating about a quarter of his time. He also works with McDirmid Advisor CPA, PLLC, an accounting firm, spending a few hours per week.

Employment History
Current Registrations
Lodestone Wealth Management LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Eide Bailly Advisors, LLC
July 2019 - April 2021 · 1 yr 9 mos
State Registrations4 states
FLIDTXWA
Advisor
Exams
No exam information available for this advisor.
Andrew Joseph Mcdirmid - Financial Advisor | TrueAdvisor