Andrew Toering (CRD# 5088861) is an Investment Advisor Representative working at Qm Advisors LLC in Peachtree City, GA and has over 17 years of experience in the finance industry. Andrew Toering 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# 4194526
Synovus Securities, Inc.
CRD# 4148297
Edward Jones
CRD# 6319317
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Qm Advisors LLC | Peachtree City, GA | Nov 2019 - Current | 4 |
| Lpl Financial | Tyrone, GA | Aug 2019 - Current | 4 |
| Lpl Financial LLC | Stockbridge, GA | Feb 2018 - Current | 6 |
| Invest Financial Corp. | Tampa, FL | Nov 2015 - Current | 8 |
| United Community Banks, Inc. | Stockbridge, GA | Nov 2015 - Aug 2019 | 3 |
| Wells Fargo Advisors LLC | Atlanta, GA | Feb 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management93MILLIONS
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Total Number of Accounts130ACCOUNTS
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Average Account Value$716,955
- 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)
FL, GA, TN, TX
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