Andrew Windham, financial advisor Acworth GA

Andrew Windham

CRD Number: 6692610
Current Firm: Retirement Wealth Advisors, Inc.

Andrew Windham (CRD# 6692610) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Acworth, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Wealth Advisors Acworth, GA Aug 2016 - Current 3
College Planning Institute Acworth, GA Sep 2010 - Current 9
Georgia Prep Sports Network Acworth, GA Oct 2007 - Current 12
Winbrook Solutions Acworth, GA Apr 2002 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Andrew M. Windham
Phone Number: 616-667-2150
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,956
    MILLIONS
  • Total Number of Accounts
    16,510
    ACCOUNTS
  • Average Account Value
    $118,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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