Andrew Edstrom (CRD# 4687198) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 19 years of experience in the finance industry.
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
CRD# 2513561
Householder Group Estate & Retirement Specialists
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wescap Group | Glendale, CA | Oct 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- CA
- TX
-
Total Assets Under Management920MILLIONS
-
Total Number of Accounts1,251ACCOUNTS
-
Average Account Value$735,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, CO, LA, NV, OR, PA, TX, WA
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