Andrew Motes (CRD# 4710588) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 20 years of experience in the finance industry.
CRD# 6753755
Edward Jones
CRD# 5993258
Edward Jones
CRD# 6433039
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities | Round Rock, TX | Jan 2023 - Current | 1 |
| Mml Investors Services, LLC | Austin, TX | Mar 2017 - Current | 7 |
| Massmutual Life Insurance Company | Austin, TX | Jul 2016 - Current | 7 |
| Metlife Securities Inc. | Austin, TX | Jan 2015 - Mar 2017 | 2 |
| New England Securites | Austin, TX | Oct 2003 - Jan 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
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- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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