Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735

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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 works as an Operations Administrator and Registered Field Assistant at Provista Wealth Advisors, engaging in daily operations such as money movement, trades, opening accounts, and building financial plans. This role is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
May 2024 - Present · 1 yr 9 mos
Kestra Investment Services, LLCBroker
August 2023 - Present · 2 yrs 6 mos
State Registrations2 states
LASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew George - Financial Advisor | TrueAdvisor