Andrew Moskovitz (CRD# 7726628) is an Investment Advisor Representative working at Global Retirement Partners LLC in Long Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Global Retirement Partners, LLC | San Rafael, OK | Jan 2024 - Current | < 1 |
Bryson Financial | Long Beach, CA | Apr 2023 - Current | 1 |
Lpl Financial LLC | Long Beach, CA | Apr 2023 - Current | 1 |
Regal Wine Company | San Diego, CA | Jun 2021 - Apr 2023 | 1 |
Northbay Products | Camas, WA | Feb 2021 - Jun 2021 | < 1 |
Eureka! | San Luis Obispo, CA | Sep 2020 - Jun 2021 | < 1 |
Cal Poly Slo | San Luis Obispo, CA | Sep 2017 - Jun 2021 | 3 |
Alchemists' Garden | Paso Robles, CA | Oct 2020 - Jan 2021 | < 1 |
Ecowater Systems LLC | San Luis Obispo, CA | Jun 2020 - Oct 2020 | < 1 |
Ralphs | San Luis Obispo, CA | Mar 2019 - Jun 2020 | 1 |
Alpert Jewish Community Center | Long Beach, CA | Feb 2017 - Sep 2017 | < 1 |
Long Beach Polytechnic Hs | Long Beach, CA | May 2013 - Jun 2017 | 4 |
Veggie Grill | Long Beach, CA | Mar 2016 - Sep 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2023 |
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- AR
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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