Andrew Rand, financial advisor San Francisco CA

Andrew Rand

CRD Number: 2648600
Current Firm: 1919 Investment Counsel, LLC

Andrew Rand (CRD# 2648600) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 23 years of experience in the finance industry. Andrew Rand 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.

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Professional Designations
Company Name Location Dates Years
1919 San Francisco, CA Oct 2018 - Current < 1
Rand & Associates San Francisco, CA Jul 2012 - Sep 2018 6
Sf Sentry Securities, Inc. San Francisco, CA Mar 2011 - Jul 2012 1
San Francisco Sentry Investment Group San Francisco, CA Mar 2011 - Jul 2012 1
Howe Barnes Investments, Inc. San Francisco, CA Aug 2006 - Mar 2011 4
Hoefer & Arnett San Francisco, CA Mar 2004 - Mar 2011 7
Hoefer & Arnett Capital Management, Inc. San Francisco, CA Mar 2004 - Mar 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Andrew J. Rand
Phone Number: 410-454-2171
Firm Website: http://www.1919ic.com
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • MA
  • NV
  • NC
  • OH
  • OR
  • TX
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    11,808
    MILLIONS
  • Total Number of Accounts
    5,337
    ACCOUNTS
  • Average Account Value
    $2,212,559
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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