Andrew Simon is a registered investment advisor, based in Baton Rouge, LA, with 1 years of industry experience.
Location
5606 Stumberg Ln, Baton Rouge, LA, 70816
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew works as an agent team member at Greg Archer's Insurance Agency, representing State Farm. This service takes about half of Andrew's time.
Employment History
Current Registrations
State Farm Vp Management CORP.
March 2025 - Present · 1 yr 2 mos
State Farm Vp Management CORP.Broker
March 2025 - Present · 1 yr 2 mos
State Farm Investment Management CORP.
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
LA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.