AB
AB

Andrew John Borger

1 Year of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
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Location

11440 Jog Road, Palm Beach Gardens, FL, 33418

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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 is an advisory council member for the Family Crisis Center, a board member for Ridge Golf Club, and the treasurer/deacon for Bethel Christian Reformed Church. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Money Concepts Advisory Service
September 2024 - Present · 1 yr 5 mos
Money Concepts Capital CORPBroker
June 2024 - Present · 1 yr 8 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.