Andrew Tipton (CRD# 6802123) is an Investment Advisor Representative working at Iht Wealth Management LLC in El Dorado, KS and has over 3 years of experience in the finance industry. Andrew Tipton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6242646
Equitable Advisors, LLC
CRD# 4001851
Lpl Financial LLC
CRD# 5187919
Pinion Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | El Dorado, KS | Apr 2020 - Current | 4 |
Iht Wealth Management LLC | El Dorado, KS | Apr 2020 - Current | 4 |
Wichita State University | Wichita, KS | Mar 2020 - Apr 2020 | < 1 |
The Slope | Wichita, KS | Dec 2019 - Mar 2020 | < 1 |
Goodwill Of Kansas | Wichita, KS | Nov 2019 - Nov 2019 | < 1 |
Wichita State University | Wichita, KS | Aug 2019 - Nov 2019 | < 1 |
Grounds Guys Of East Wichita | El Dorado, KS | May 2019 - Aug 2019 | < 1 |
University Of Kansas - Robinson Center | Lawrence, KS | Sep 2018 - May 2019 | < 1 |
Hyvee | Lawrence, KS | Aug 2018 - Aug 2018 | < 1 |
City Of El Dorado | El Dorado, KS | May 2018 - Aug 2018 | < 1 |
El Dorado High School | El Dorado, KS | Aug 2017 - May 2018 | < 1 |
Lpl Financial - Sww Advisors | El Dorado, KS | Jun 2017 - Aug 2017 | < 1 |
City Of El Dorado | El Dorado, KS | May 2017 - Aug 2017 | < 1 |
El Dorado High School | El Dorado, KS | Mar 2017 - May 2017 | < 1 |
Greater Wichita Ymca - El Dorado Branch | El Dorado, KS | Aug 2016 - Mar 2017 | < 1 |
City Of El Dorado | El Dorado, KS | May 2016 - Aug 2016 | < 1 |
El Dorado High School | El Dorado, KS | Jun 2015 - May 2016 | < 1 |
Glass & Upholstery Inc. | El Dorado, KS | Sep 2014 - Jun 2015 | < 1 |
Usd 490 | El Dorado, KS | Nov 2010 - Sep 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- KS
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Total Assets Under Management4,820MILLIONS
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Total Number of Accounts20,120ACCOUNTS
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Average Account Value$239,586
- A percentage of assets under your management
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