AS
ChFC
AS
ChFC

Andrew Calvin Sumallo

1 Year of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

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

8307 University Executive Park Dr, Suite 252, Charlotte, NC, 28262

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrew works as an insurance advisor, handling Medicare, long-term care, annuity, and life insurance consultations and sales since 2017. This activity takes nearly full-time hours.

Employment History
Current Registrations
Brookstone Capital Management LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations3 states
CANCTX
Advisor
Exams
No exam information available for this advisor.